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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$130K 0.07%
2,947
52
$127K 0.07%
363
53
$121K 0.07%
7,009
+5,000
54
$107K 0.06%
1,207
55
$102K 0.06%
386
+200
56
$87.1K 0.05%
319
57
$86.1K 0.05%
1,000
58
$86K 0.05%
1,329
59
$84.3K 0.05%
3,079
+102
60
$80.3K 0.05%
490
61
$80K 0.05%
400
62
$79.3K 0.05%
588
63
$71.8K 0.04%
426
64
$65.4K 0.04%
439
65
$63.6K 0.04%
3,310
+5
66
$62.6K 0.04%
454
-1
67
$62.6K 0.04%
1,164
+1
68
$62.1K 0.04%
207
69
$61.1K 0.04%
121
70
$61K 0.04%
480
71
$60.8K 0.03%
1,600
72
$60.2K 0.03%
650
73
$58.1K 0.03%
1,089
74
$54.3K 0.03%
1,528
75
$53.1K 0.03%
503
1 2
3
4 5