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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77.4K 0.03%
1,455
-130
77
$76.7K 0.03%
400
-1
78
$70.1K 0.02%
503
79
$67.6K 0.02%
459
80
$62K 0.02%
1,000
81
$61.6K 0.02%
643
82
$57.4K 0.02%
375
83
$55.8K 0.02%
320
-1
84
$54.4K 0.02%
477
-67
85
$52.2K 0.02%
929
86
$51.1K 0.02%
87
-11
87
$50.7K 0.02%
1,600
88
$49.6K 0.02%
200
-16
89
$46.8K 0.02%
274
90
$46.1K 0.02%
271
-21
91
$44.7K 0.02%
63
-5
92
$43.1K 0.01%
233
93
$42.2K 0.01%
1,798
-74
94
$41.9K 0.01%
47
-12
95
$41.4K 0.01%
147
-2
96
$40.3K 0.01%
354
-43
97
$40.1K 0.01%
248
-33
98
$39K 0.01%
194
+1
99
$38.3K 0.01%
455
100
$38.1K 0.01%
517
-43
2 3
4
5 6