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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$110K 0.07%
2,232
+837
52
$109K 0.07%
4,445
+4,255
53
$102K 0.07%
400
54
$99.9K 0.06%
+2,000
55
$99.4K 0.06%
1,000
56
$97K 0.06%
643
57
$92.5K 0.06%
1,329
58
$92.5K 0.06%
1,809
59
$90.1K 0.06%
322
+249
60
$85.5K 0.05%
+207
61
$85.1K 0.05%
2,976
62
$84.7K 0.05%
+936
63
$78.6K 0.05%
595
64
$73K 0.05%
319
65
$70K 0.05%
439
66
$69.5K 0.04%
426
-121
67
$68.7K 0.04%
1,685
68
$67.1K 0.04%
3,300
+4
69
$65.7K 0.04%
+1,424
70
$63.8K 0.04%
1,600
71
$63.6K 0.04%
461
+132
72
$63.2K 0.04%
650
73
$61.1K 0.04%
1,000
74
$60.7K 0.04%
1,161
-294
75
$57.2K 0.04%
121
1 2
3
4 5