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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.7K 0.01%
+286
102
$27.4K 0.01%
253
+101
103
$26.2K 0.01%
650
104
$25.4K 0.01%
48
-73
105
$25.3K 0.01%
100
106
$24.6K 0.01%
79
107
$23.8K 0.01%
480
108
$23.8K 0.01%
239
+3
109
$23.2K 0.01%
589
+184
110
$22.5K 0.01%
34
+6
111
$20.8K 0.01%
723
112
$19.3K 0.01%
+371
113
$17.6K 0.01%
238
-606
114
$17.5K 0.01%
400
+74
115
$17.4K 0.01%
225
+204
116
$17.4K 0.01%
119
+26
117
$16.4K 0.01%
100
118
$16.2K 0.01%
151
+1
119
$15.7K 0.01%
+90
120
$15.5K 0.01%
107
+8
121
$15.4K 0.01%
602
122
$15.1K 0.01%
195
123
$14.9K 0.01%
103
124
$14.2K 0.01%
302
-501
125
$13.7K 0.01%
396
3 4
5
6 7