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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$181K 0.06%
735
-9
52
$172K 0.06%
7,009
53
$159K 0.05%
2,947
54
$150K 0.05%
384
-11
55
$145K 0.05%
19,157
56
$139K 0.05%
1,207
-8
57
$138K 0.05%
3,474
-201
58
$133K 0.05%
288
-33
59
$132K 0.05%
1,104
+9
60
$126K 0.04%
+3,544
61
$120K 0.04%
1,329
-34
62
$117K 0.04%
1,455
-16
63
$117K 0.04%
1,953
-50
64
$111K 0.04%
490
65
$110K 0.04%
1,000
66
$108K 0.04%
890
-410
67
$101K 0.03%
588
68
$98.6K 0.03%
523
-17
69
$97.4K 0.03%
564
-46
70
$87.9K 0.03%
226
-5
71
$87.5K 0.03%
443
-51
72
$87.2K 0.03%
718
73
$86.7K 0.03%
509
-698
74
$84K 0.03%
276
-21
75
$82K 0.03%
440
1 2
3
4 5