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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50.7K 0.03%
1,000
77
$48K 0.03%
844
-1
78
$46.3K 0.03%
117
79
$44.8K 0.03%
221
80
$44.7K 0.03%
929
81
$43.8K 0.03%
116
82
$41.6K 0.02%
429
83
$40.2K 0.02%
375
84
$39.4K 0.02%
247
-3
85
$39.2K 0.02%
7,164
86
$37.6K 0.02%
246
87
$37.5K 0.02%
97
88
$35.9K 0.02%
803
89
$34.2K 0.02%
433
90
$33.5K 0.02%
161
91
$32.9K 0.02%
474
92
$32.6K 0.02%
1,962
93
$32.1K 0.02%
311
+200
94
$31.9K 0.02%
824
95
$28.8K 0.02%
113
-22
96
$28.8K 0.02%
185
+1
97
$28.6K 0.02%
233
98
$28.5K 0.02%
80
99
$27.9K 0.02%
251
100
$27.3K 0.02%
650
2 3
4
5 6