RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$866K 0.27%
2,363
+1
27
$854K 0.27%
1,527
+1
28
$802K 0.25%
16,082
+128
29
$747K 0.23%
8,245
-216
30
$730K 0.23%
12,434
-499
31
$718K 0.22%
1,914
+1
32
$527K 0.16%
6,730
-286
33
$514K 0.16%
8,544
+1,179
34
$507K 0.16%
2,069
+1
35
$489K 0.15%
13,667
+1,348
36
$447K 0.14%
14,301
-242
37
$444K 0.14%
8,738
+638
38
$405K 0.13%
14,380
+42
39
$395K 0.12%
15,275
-527
40
$388K 0.12%
2,509
41
$373K 0.12%
2,388
42
$364K 0.11%
9,462
-268
43
$342K 0.11%
2,874
44
$270K 0.08%
5,960
+158
45
$261K 0.08%
1,789
+11
46
$253K 0.08%
7,249
+56
47
$237K 0.07%
505
-141
48
$213K 0.07%
2,439
-587
49
$199K 0.06%
7,009
50
$174K 0.05%
735
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