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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.5K 0.02%
100
102
$26.5K 0.02%
138
+40
103
$24K 0.01%
723
104
$22.7K 0.01%
324
105
$22.2K 0.01%
236
+1
106
$21.8K 0.01%
111
-128
107
$21.4K 0.01%
79
108
$20.9K 0.01%
250
109
$20.9K 0.01%
480
110
$15.9K 0.01%
28
111
$15.6K 0.01%
152
-10
112
$15.6K 0.01%
150
+1
113
$15K 0.01%
602
114
$14.5K 0.01%
306
-110
115
$14.5K 0.01%
326
116
$14K 0.01%
+100
117
$13.6K 0.01%
93
118
$13.5K 0.01%
444
119
$13.1K 0.01%
118
+1
120
$12.9K 0.01%
103
121
$12.9K 0.01%
99
-2
122
$12.8K 0.01%
+201
123
$12.6K 0.01%
200
124
$12.4K 0.01%
195
125
$12.1K 0.01%
216
3 4
5
6 7