RWM

Ruedi Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 14.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.29M
3
+$930K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$867K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$400K

Top Sells

1
+$1.76M
2
+$1.28M
3
+$591K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$328K
5
ERIC icon
Ericsson
ERIC
+$162K

Sector Composition

1 Technology 1.6%
2 Communication Services 0.33%
3 Consumer Discretionary 0.27%
4 Energy 0.19%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.32%
19,825
+51
27
$1.02M 0.29%
1,528
28
$958K 0.27%
2,365
+1
29
$931K 0.26%
1,798
-116
30
$911K 0.26%
12,247
-1,829
31
$888K 0.25%
9,716
-270
32
$842K 0.24%
11,713
-569
33
$803K 0.22%
16,067
-209
34
$710K 0.2%
12,056
-232
35
$642K 0.18%
15,115
+1,342
36
$616K 0.17%
6,914
37
$610K 0.17%
2,509
38
$582K 0.16%
2,388
39
$527K 0.15%
8,803
+83
40
$513K 0.14%
6,504
-156
41
$506K 0.14%
13,926
-29
42
$479K 0.13%
1,520
+111
43
$457K 0.13%
6,766
44
$454K 0.13%
14,408
-370
45
$421K 0.12%
9,208
-256
46
$400K 0.11%
5,065
47
$364K 0.1%
1,109
-4,043
48
$349K 0.1%
1,808
+9
49
$328K 0.09%
547
50
$324K 0.09%
2,874
1
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