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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$168K 0.07%
744
+9
52
$161K 0.06%
1,300
+820
53
$155K 0.06%
7,009
54
$147K 0.06%
2,947
55
$146K 0.06%
3,675
+203
56
$132K 0.05%
395
+22
57
$131K 0.05%
321
+34
58
$123K 0.05%
1,095
-14,484
59
$122K 0.05%
1,215
+8
60
$121K 0.05%
2,003
+52
61
$118K 0.05%
19,157
62
$111K 0.04%
490
63
$106K 0.04%
1,363
+34
64
$99.6K 0.04%
1,471
+40
65
$98.7K 0.04%
610
+100
66
$96.7K 0.04%
588
67
$88.1K 0.03%
1,000
68
$85.8K 0.03%
+540
69
$85K 0.03%
440
-136
70
$84.7K 0.03%
494
+54
71
$76K 0.03%
231
+10
72
$75.8K 0.03%
297
-90
73
$75.3K 0.03%
1,585
+131
74
$73.7K 0.03%
401
+1
75
$72.8K 0.03%
718
1 2
3
4 5