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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.02%
+324
102
$27.9K 0.02%
+229
103
$27.8K 0.02%
+375
104
$27.6K 0.02%
+251
105
$27.3K 0.02%
+450
106
$26.8K 0.02%
+102
107
$26.6K 0.02%
+95
108
$25.1K 0.02%
+1
109
$24.9K 0.02%
+207
110
$24.2K 0.02%
+80
111
$21.3K 0.02%
+456
112
$21.2K 0.01%
+444
113
$19.2K 0.01%
+73
114
$18.7K 0.01%
+98
115
$17.3K 0.01%
+100
116
$16.2K 0.01%
+78
117
$16.1K 0.01%
+1
118
$15.8K 0.01%
+148
119
$14.5K 0.01%
+47
120
$14.5K 0.01%
+200
121
$14.3K 0.01%
+259
122
$14.2K 0.01%
+444
123
$14K 0.01%
+250
124
$13.9K 0.01%
+92
125
$13.4K 0.01%
+69
3 4
5
6 7