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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$113 ﹤0.01%
+1
477
$105 ﹤0.01%
+7
478
$101 ﹤0.01%
+1
479
$95 ﹤0.01%
+5
480
$87 ﹤0.01%
+1
481
$87 ﹤0.01%
+2
482
$82 ﹤0.01%
+2
483
$75 ﹤0.01%
+1
484
$72 ﹤0.01%
2
485
$71 ﹤0.01%
+1
486
$70 ﹤0.01%
+1
487
$68 ﹤0.01%
1
488
$67 ﹤0.01%
+2
489
$59 ﹤0.01%
+1
490
$42 ﹤0.01%
+1
491
$39 ﹤0.01%
+2
492
– –
-7,164
493
– –
0
494
– –
-1,207
495
– –
-1,846
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