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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-4
477
– –
-16
478
– –
-40
479
– –
-7
480
– –
-3
481
– –
-10
482
– –
-550
483
– –
-4
484
– –
-14
485
– –
-6
486
– –
-15
487
– –
-28
488
– –
-7
489
– –
-6
490
– –
-3
491
– –
-2
492
– –
-57
493
– –
-2
494
– –
-5
495
– –
-44
496
– –
-5
497
– –
-29
16 17 18 19
20