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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67.7K 0.02%
400
77
$66.5K 0.02%
459
78
$65.3K 0.02%
643
79
$64.7K 0.02%
375
80
$61.5K 0.02%
1,000
81
$56.2K 0.02%
503
82
$56.2K 0.02%
63
83
$54.1K 0.02%
320
84
$54.1K 0.02%
478
+1
85
$50.2K 0.02%
1,600
86
$49.9K 0.02%
274
87
$48.2K 0.02%
929
88
$46.9K 0.01%
200
89
$44.9K 0.01%
233
90
$44.3K 0.01%
87
91
$43.3K 0.01%
47
92
$42.8K 0.01%
130
93
$41.7K 0.01%
147
94
$41.7K 0.01%
271
95
$38.3K 0.01%
193
-1
96
$37.8K 0.01%
113
97
$36.5K 0.01%
480
+25
98
$35.8K 0.01%
248
99
$35.3K 0.01%
354
100
$35.2K 0.01%
363
+12
2 3
4
5 6