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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 0.25%
15,954
-653
27
$754K 0.24%
8,461
-27
28
$752K 0.24%
12,933
-478
29
$702K 0.22%
11,234
+1,277
30
$542K 0.17%
7,016
+56
31
$496K 0.16%
2,068
+41
32
$475K 0.15%
2,509
33
$467K 0.15%
12,319
+933
34
$455K 0.14%
2,388
35
$441K 0.14%
14,338
+72
36
$433K 0.14%
7,365
+2,033
37
$425K 0.13%
14,543
+164
38
$401K 0.13%
15,802
-551
39
$394K 0.12%
9,730
+3
40
$387K 0.12%
8,100
+325
41
$330K 0.1%
646
-170
42
$310K 0.1%
1,071
-5
43
$309K 0.1%
2,874
44
$292K 0.09%
3,026
-20
45
$256K 0.08%
5,802
+130
46
$248K 0.08%
1,778
+11
47
$236K 0.07%
7,193
+9
48
$232K 0.07%
3,470
49
$168K 0.05%
735
50
$167K 0.05%
1,101
1
2
3 4 5