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
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76.1K 0.02%
226
77
$71.4K 0.02%
511
+1
78
$71.3K 0.02%
1,155
-300
79
$69K 0.02%
1,000
80
$68.4K 0.02%
400
81
$63.5K 0.02%
479
+1
82
$59.7K 0.02%
643
83
$58.7K 0.02%
630
84
$56.5K 0.02%
503
85
$55.3K 0.02%
320
86
$52.7K 0.02%
929
87
$50.8K 0.02%
147
88
$49.5K 0.02%
1,600
89
$47.3K 0.01%
200
90
$46.8K 0.01%
274
91
$45.8K 0.01%
87
92
$44.6K 0.01%
47
93
$41.7K 0.01%
271
94
$41.1K 0.01%
248
95
$41K 0.01%
233
96
$39.7K 0.01%
130
97
$39K 0.01%
650
98
$38.8K 0.01%
475
-5
99
$38.7K 0.01%
391
+28
100
$36.1K 0.01%
194
+1
2 3
4
5 6