RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$827K 0.28%
8,488
-1,081
27
$815K 0.28%
1,893
-98
28
$792K 0.27%
13,411
-379
29
$632K 0.22%
9,957
+477
30
$548K 0.19%
6,960
-133
31
$531K 0.18%
10,940
32
$457K 0.16%
14,379
-1,112
33
$448K 0.15%
16,353
-340
34
$439K 0.15%
14,266
+205
35
$428K 0.15%
2,027
-54
36
$423K 0.15%
11,386
+197
37
$416K 0.14%
2,509
-129
38
$411K 0.14%
7,775
+127
39
$399K 0.14%
2,388
-127
40
$398K 0.14%
816
+1
41
$386K 0.13%
9,727
+2
42
$344K 0.12%
5,332
+13
43
$337K 0.12%
2,874
-218
44
$305K 0.1%
1,076
+2
45
$292K 0.1%
3,046
+20
46
$288K 0.1%
1,767
+9
47
$271K 0.09%
5,672
-88
48
$257K 0.09%
+7,184
49
$228K 0.08%
3,470
50
$187K 0.06%
1,101
-10
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2
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