RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $76.1K | 0.02% | 226 | – | – | |||
| $71.4K | 0.02% | 511 +1 | +0.2% | +$140 | |||
| $71.3K | 0.02% | 1,155 -300 | -21% | -$18.5K | |||
| $69K | 0.02% | 1,000 | – | – | |||
| $68.4K | 0.02% | 400 | – | – | |||
| $63.5K | 0.02% | 479 +1 | +0.2% | +$133 | |||
| $59.7K | 0.02% | 643 | – | – | |||
| $58.7K | 0.02% | 63 | – | – | |||
| $56.5K | 0.02% | 503 | – | – | |||
| $55.3K | 0.02% | 320 | – | – | |||
| $52.7K | 0.02% | 929 | – | – | |||
| $50.8K | 0.02% | 147 | – | – | |||
| $49.5K | 0.02% | 1,600 | – | – | |||
| $47.3K | 0.01% | 200 | – | – | |||
| $46.8K | 0.01% | 274 | – | – | |||
| $45.8K | 0.01% | 87 | – | – | |||
| $44.6K | 0.01% | 47 | – | – | |||
| $41.7K | 0.01% | 271 | – | – | |||
| $41.1K | 0.01% | 248 | – | – | |||
| $41K | 0.01% | 233 | – | – | |||
| $39.7K | 0.01% | 130 | – | – | |||
| $39K | 0.01% | 650 | – | – | |||
| $38.8K | 0.01% | 475 -5 | -1% | -$409 | |||
| $38.7K | 0.01% | 391 +28 | +8% | +$2.77K | |||
| $36.1K | 0.01% | 194 +1 | +0.5% | +$186 |
