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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.9K 0.02%
260
102
$31.3K 0.02%
1,962
103
$31.3K 0.02%
824
104
$31K 0.02%
298
105
$30.3K 0.02%
135
-68
106
$29.8K 0.02%
+321
107
$29.6K 0.02%
233
108
$29.5K 0.02%
+590
109
$29.2K 0.02%
+312
110
$29K 0.02%
650
111
$28.6K 0.02%
461
-130
112
$28.4K 0.02%
184
-52
113
$27.5K 0.02%
324
114
$27.4K 0.02%
80
115
$26.2K 0.02%
450
116
$24.8K 0.02%
+455
117
$24.8K 0.02%
95
118
$24.2K 0.02%
+255
119
$23K 0.01%
231
+91
120
$22.8K 0.01%
100
121
$22.7K 0.01%
456
122
$22.5K 0.01%
79
-68
123
$20.8K 0.01%
98
124
$20.7K 0.01%
396
125
$19.4K 0.01%
444
3 4
5
6 7