RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
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
275
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
$66.3K 0.03%
221
77
$65.8K 0.03%
718
+68
78
$65.6K 0.03%
503
79
$57.1K 0.02%
965
80
$55.8K 0.02%
1,600
81
$54.3K 0.02%
643
82
$54.1K 0.02%
476
+1
83
$53.6K 0.02%
329
-126
84
$53.4K 0.02%
1,000
85
$50.6K 0.02%
+550
86
$50.2K 0.02%
929
87
$49.3K 0.02%
375
88
$46.8K 0.02%
184
+54
89
$43.4K 0.02%
480
90
$42.9K 0.02%
7,164
91
$42.5K 0.02%
251
92
$41.8K 0.02%
433
93
$41.1K 0.02%
311
94
$39K 0.02%
247
+62
95
$38.9K 0.02%
+274
96
$37.9K 0.02%
198
-49
97
$37.8K 0.02%
76
+28
98
$37.7K 0.02%
233
99
$36.3K 0.02%
145
100
$33.8K 0.01%
346
+107
2 3
4
5 6