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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71.8K 0.03%
459
77
$59.5K 0.02%
643
78
$59.1K 0.02%
503
79
$58.2K 0.02%
292
+41
80
$58K 0.02%
1,872
+74
81
$56.5K 0.02%
544
+68
82
$53K 0.02%
1,000
83
$51.5K 0.02%
321
-8
84
$50.3K 0.02%
59
+25
85
$50.2K 0.02%
98
+22
86
$49.3K 0.02%
550
87
$49.2K 0.02%
397
+86
88
$48.8K 0.02%
1,600
89
$48.7K 0.02%
929
90
$46.4K 0.02%
274
91
$46.4K 0.02%
375
92
$46.3K 0.02%
216
+32
93
$45.9K 0.02%
68
-48
94
$41.1K 0.02%
281
+34
95
$40.3K 0.02%
80
+44
96
$39.3K 0.02%
238
+42
97
$38.6K 0.02%
149
+4
98
$36.6K 0.01%
560
+85
99
$36.2K 0.01%
233
100
$35.8K 0.01%
455
+344
2 3
4
5 6