RWM

Ruedi Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$1.87M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.79M
5
AVNV icon
Avantis All International Markets Value ETF
AVNV
+$1.76M

Top Sells

1
+$2.77M
2
+$2.11M
3
+$1.88M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$971K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$828K

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.26%
3 Communication Services 0.26%
4 Energy 0.18%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.09%
1,799
+10
52
$294K 0.09%
5,935
-25
53
$289K 0.09%
7,341
+92
54
$211K 0.06%
7,009
55
$162K 0.05%
19,157
56
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57
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64
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66
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67
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70
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71
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72
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74
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75
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1 2
3
4 5