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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54.4K 0.04%
845
77
$54.1K 0.03%
503
78
$50.6K 0.03%
239
79
$49.9K 0.03%
1,528
80
$49.6K 0.03%
480
81
$49K 0.03%
532
82
$47.2K 0.03%
+330
83
$44.9K 0.03%
803
84
$44.8K 0.03%
929
85
$43.9K 0.03%
7,164
86
$43.9K 0.03%
207
87
$43.5K 0.03%
429
88
$42.5K 0.03%
117
89
$40.7K 0.03%
257
+83
90
$40.7K 0.03%
221
91
$40.2K 0.03%
246
92
$40.1K 0.03%
116
93
$38K 0.02%
2,009
94
$37.9K 0.02%
+780
95
$35.5K 0.02%
433
96
$34.4K 0.02%
97
97
$33K 0.02%
474
98
$32.9K 0.02%
375
99
$32.2K 0.02%
161
100
$32.1K 0.02%
251
2 3
4
5 6