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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$124K 0.07%
363
52
$108K 0.06%
1,207
53
$99.9K 0.06%
400
54
$94.3K 0.06%
1,000
55
$93.4K 0.05%
1,329
56
$85.4K 0.05%
2,977
+1
57
$85.2K 0.05%
490
-153
58
$82.4K 0.05%
588
-7
59
$78.5K 0.05%
319
60
$67K 0.04%
426
61
$66.4K 0.04%
3,305
+5
62
$64.7K 0.04%
455
-6
63
$64.4K 0.04%
1,600
64
$63.5K 0.04%
650
65
$62.6K 0.04%
480
66
$60.2K 0.04%
1,163
+2
67
$59.4K 0.03%
207
68
$59.1K 0.03%
439
69
$58.4K 0.03%
1,000
70
$58.2K 0.03%
121
71
$57.1K 0.03%
1,089
-1,143
72
$56.6K 0.03%
503
73
$55.4K 0.03%
186
-136
74
$54.1K 0.03%
239
75
$53.4K 0.03%
845
1 2
3
4 5