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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$141K 0.07%
1,950
52
$134K 0.06%
7,009
53
$129K 0.06%
363
54
$123K 0.06%
1,165
-330
55
$121K 0.06%
19,157
-9,141
56
$117K 0.06%
1,207
57
$115K 0.05%
386
58
$104K 0.05%
3,081
+2
59
$94.4K 0.04%
319
60
$94.3K 0.04%
490
61
$93.2K 0.04%
1,329
62
$87.9K 0.04%
588
63
$86.4K 0.04%
1,000
64
$79.3K 0.04%
3,196
-114
65
$76.8K 0.04%
1,528
66
$74.6K 0.04%
400
67
$72.9K 0.03%
480
68
$68.5K 0.03%
459
+33
69
$68.1K 0.03%
455
+1
70
$68K 0.03%
439
71
$64.6K 0.03%
634
+555
72
$62.5K 0.03%
503
73
$62.5K 0.03%
1,236
+72
74
$61.3K 0.03%
1,167
+78
75
$61.2K 0.03%
650
1 2
3
4 5