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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51.1K 0.03%
116
77
$51.1K 0.03%
1,528
78
$46.8K 0.03%
429
79
$46K 0.03%
117
80
$45.2K 0.03%
929
81
$43.6K 0.03%
7,164
82
$42.7K 0.03%
246
83
$42.3K 0.02%
221
84
$41.6K 0.02%
803
85
$41.4K 0.02%
250
-7
86
$40.4K 0.02%
97
87
$37.5K 0.02%
433
88
$36.3K 0.02%
161
89
$36.2K 0.02%
2,009
90
$35.8K 0.02%
135
91
$34.9K 0.02%
375
92
$34.6K 0.02%
474
93
$33.8K 0.02%
1,962
94
$30.5K 0.02%
184
95
$30K 0.02%
80
96
$29.9K 0.02%
251
97
$29.5K 0.02%
298
98
$29.4K 0.02%
650
99
$29.4K 0.02%
233
100
$29.1K 0.02%
824
2 3
4
5 6