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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42.4K 0.03%
+845
77
$41.9K 0.03%
+929
78
$41.7K 0.03%
+236
79
$40.7K 0.03%
+117
80
$40.4K 0.03%
+1,528
81
$40.3K 0.03%
+480
82
$38.9K 0.03%
+350
83
$38.6K 0.03%
+246
84
$37.8K 0.03%
+147
85
$37.6K 0.03%
+591
86
$37.1K 0.03%
+221
87
$36.8K 0.03%
+233
88
$36K 0.03%
+2,009
89
$34.2K 0.02%
+116
90
$33.4K 0.02%
+956
91
$33K 0.02%
+396
92
$32.1K 0.02%
+161
93
$31.6K 0.02%
+474
94
$31.3K 0.02%
+97
95
$31.2K 0.02%
+433
96
$30.4K 0.02%
+260
97
$29.7K 0.02%
+650
98
$29.6K 0.02%
+298
99
$29.3K 0.02%
+1,962
100
$28.8K 0.02%
+824
2 3
4
5 6