RWM

Ruedi Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$1.87M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.79M
5
AVNV icon
Avantis All International Markets Value ETF
AVNV
+$1.76M

Top Sells

1
+$2.77M
2
+$2.11M
3
+$1.88M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$971K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$828K

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.26%
3 Communication Services 0.26%
4 Energy 0.18%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.46%
5,152
+429
27
$1.12M 0.33%
16,373
+7,829
28
$1.04M 0.31%
14,076
+297
29
$1.02M 0.3%
19,774
+17,361
30
$952K 0.28%
1,914
31
$944K 0.28%
1,528
+1
32
$889K 0.26%
9,986
+1,741
33
$867K 0.26%
2,364
+1
34
$824K 0.24%
12,282
-1,884
35
$812K 0.24%
16,276
+194
36
$722K 0.21%
12,288
-146
37
$548K 0.16%
+6,914
38
$541K 0.16%
13,773
+106
39
$524K 0.16%
6,660
-70
40
$497K 0.15%
8,720
-18
41
$482K 0.14%
13,955
-346
42
$442K 0.13%
2,509
43
$428K 0.13%
14,778
-497
44
$424K 0.13%
2,388
45
$421K 0.12%
+6,766
46
$408K 0.12%
1,409
-660
47
$401K 0.12%
9,464
+2
48
$375K 0.11%
5,065
+4,963
49
$310K 0.09%
2,874
50
$301K 0.09%
547
+42
1
2
3 4 5