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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$154K 0.06%
2,947
52
$147K 0.06%
1,167
+2
53
$143K 0.06%
7,009
54
$137K 0.06%
373
+54
55
$132K 0.06%
3,472
+391
56
$123K 0.05%
1,951
+1
57
$121K 0.05%
287
-76
58
$117K 0.05%
1,207
59
$111K 0.05%
+1,846
60
$109K 0.05%
387
+1
61
$106K 0.04%
19,157
62
$104K 0.04%
576
+96
63
$102K 0.04%
490
64
$95.8K 0.04%
588
65
$95.4K 0.04%
1,329
66
$86.1K 0.04%
1,431
+264
67
$80.2K 0.03%
440
+1
68
$79.4K 0.03%
1,798
+270
69
$77.8K 0.03%
400
70
$76.1K 0.03%
1,000
71
$72.6K 0.03%
1,454
+218
72
$72.4K 0.03%
459
73
$70.5K 0.03%
116
74
$68.1K 0.03%
510
+260
75
$66.3K 0.03%
221
1 2
3
4 5