RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$166K 0.05%
1,107
+6
52
$153K 0.05%
288
53
$152K 0.05%
+2,445
54
$149K 0.05%
19,157
55
$147K 0.05%
1,207
56
$145K 0.05%
3,474
57
$128K 0.04%
1,457
+2
58
$127K 0.04%
384
59
$122K 0.04%
3,634
+48
60
$122K 0.04%
1,329
61
$121K 0.04%
1,040
+6
62
$118K 0.04%
1,809
-1,661
63
$117K 0.04%
2,413
-534
64
$114K 0.04%
718
65
$105K 0.03%
523
66
$102K 0.03%
1,000
67
$101K 0.03%
980
68
$99.8K 0.03%
588
69
$96.5K 0.03%
890
70
$94.5K 0.03%
564
71
$93.5K 0.03%
446
+1
72
$89.2K 0.03%
469
-31
73
$86.4K 0.03%
277
+1
74
$82K 0.03%
1,708
+1
75
$76.8K 0.02%
459
1 2
3
4 5