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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94.9K 0.07%
+1,329
52
$92.6K 0.07%
+400
53
$91.6K 0.06%
+1,000
54
$90.8K 0.06%
+1,809
55
$86.3K 0.06%
+1,685
56
$81.5K 0.06%
+3,296
57
$80K 0.06%
+643
58
$76.8K 0.05%
+329
59
$76.5K 0.05%
+319
60
$72.9K 0.05%
+1,600
61
$72.2K 0.05%
+595
62
$70.9K 0.05%
+439
63
$69.3K 0.05%
+1,455
64
$65.9K 0.05%
+1,395
65
$65.8K 0.05%
+650
66
$64.2K 0.05%
+121
67
$62.9K 0.04%
+1,000
68
$58.8K 0.04%
+239
69
$56K 0.04%
+532
70
$55.8K 0.04%
+503
71
$49.2K 0.03%
+803
72
$49K 0.03%
+174
73
$48.2K 0.03%
+203
74
$47.1K 0.03%
+429
75
$45K 0.03%
+7,164
1 2
3
4 5