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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$167K 0.05%
7,009
52
$160K 0.05%
2,947
53
$154K 0.05%
19,157
54
$153K 0.05%
3,474
55
$139K 0.04%
384
56
$131K 0.04%
1,455
57
$131K 0.04%
564
58
$131K 0.04%
288
59
$130K 0.04%
1,207
60
$122K 0.04%
1,034
-70
61
$120K 0.04%
890
62
$119K 0.04%
3,586
+42
63
$114K 0.04%
490
64
$110K 0.03%
500
+60
65
$109K 0.03%
1,329
66
$103K 0.03%
1,000
67
$98.8K 0.03%
588
68
$87.2K 0.03%
523
69
$86.4K 0.03%
718
70
$86.2K 0.03%
1,707
-246
71
$86.1K 0.03%
1,455
72
$84.9K 0.03%
510
+1
73
$83.5K 0.03%
226
74
$80.1K 0.03%
276
75
$79.1K 0.03%
445
+2
1 2
3
4 5