RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $35.1K | 0.01% | 517 | – | – | |||
| $34.7K | 0.01% | 1,528 | – | – | |||
| $33.9K | 0.01% | 516 +116 | +29% | +$7.63K | |||
| $33.5K | 0.01% | 196 | – | – | |||
| $33.4K | 0.01% | 58 | – | – | |||
| $31.8K | 0.01% | 354 | – | – | |||
| $30.7K | 0.01% | 180 | – | – | |||
| $30.3K | 0.01% | 113 | – | – | |||
| $29.8K | 0.01% | 189 | – | – | |||
| $28.9K | 0.01% | 562 | – | – | |||
| $28.6K | 0.01% | 286 | – | – | |||
| $27.8K | 0.01% | 823 | – | – | |||
| $27K | 0.01% | 256 -2 | -0.8% | -$211 | |||
| $26.3K | 0.01% | 250 | – | – | |||
| $25.8K | 0.01% | 221 | – | – | |||
| $25.8K | 0.01% | 1,017 +2 | +0.2% | +$51 | |||
| $25.2K | 0.01% | 46 | – | – | |||
| $24.9K | 0.01% | 100 | – | – | |||
| $24.5K | 0.01% | 46 | – | – | |||
| $24.4K | 0.01% | 100 | – | – | |||
| $24.2K | 0.01% | 90 | – | – | |||
| $24.1K | 0.01% | 336 | – | – | |||
| $23.5K | 0.01% | 190 | – | – | |||
| $23.3K | 0.01% | 433 | – | – | |||
| $21.9K | 0.01% | 371 | – | – |
