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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56.5K 0.03%
116
77
$53.9K 0.03%
221
78
$53K 0.03%
+965
79
$52.3K 0.02%
475
+46
80
$52.2K 0.02%
1,000
81
$51.4K 0.02%
1,600
82
$49.1K 0.02%
375
83
$48.3K 0.02%
643
+599
84
$47.8K 0.02%
929
85
$44.4K 0.02%
247
86
$43.6K 0.02%
7,164
87
$41.9K 0.02%
433
88
$36.4K 0.02%
1,962
89
$36.4K 0.02%
251
90
$36.1K 0.02%
233
91
$36K 0.02%
138
92
$34.4K 0.02%
474
93
$34K 0.02%
311
94
$32.6K 0.02%
+145
95
$31.9K 0.02%
80
96
$30.7K 0.01%
130
+19
97
$29.3K 0.01%
94
-19
98
$29.2K 0.01%
824
99
$29K 0.01%
185
100
$28.3K 0.01%
250
2 3
4
5 6