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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65.8K 0.03%
718
+68
77
$65.6K 0.03%
503
78
$57.1K 0.02%
965
79
$55.8K 0.02%
1,600
80
$54.3K 0.02%
643
81
$54.1K 0.02%
476
+1
82
$53.6K 0.02%
329
-126
83
$53.4K 0.02%
1,000
84
$50.6K 0.02%
+550
85
$50.2K 0.02%
929
86
$49.3K 0.02%
375
87
$46.8K 0.02%
184
+54
88
$43.4K 0.02%
480
89
$42.9K 0.02%
7,164
90
$42.5K 0.02%
251
91
$41.8K 0.02%
433
92
$41.1K 0.02%
311
93
$39K 0.02%
247
+62
94
$38.9K 0.02%
+274
95
$37.9K 0.02%
198
-49
96
$37.8K 0.02%
76
+28
97
$37.7K 0.02%
233
98
$36.3K 0.02%
145
99
$33.8K 0.01%
346
+107
100
$33.6K 0.01%
174
+36
2 3
4
5 6