RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
-3.02%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$4.4M
(+2.6%)
Cap. Flow
+$9.74M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
79.6%
Holding
236
New
11
Increased
56
Reduced
24
Closed
13
Top Buys
Top Sells
| 1 |
Avantis US Equity ETF
AVUS
|
$107K |
| 2 |
Dimensional US Equity ETF
DFUS
|
$99.5K |
| 3 |
JPMorgan Chase
JPM
|
$55.7K |
| 4 |
Nike
NKE
|
$28.7K |
| 5 |
Masco
MAS
|
$26.2K |
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Consumer Discretionary | 0.55% |
| 3 | Communication Services | 0.43% |
| 4 | Energy | 0.43% |
| 5 | Consumer Staples | 0.4% |
