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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.2K 0.01%
475
+1
102
$31.8K 0.01%
250
+150
103
$31.8K 0.01%
196
+77
104
$31K 0.01%
824
105
$31K 0.01%
190
+96
106
$29.7K 0.01%
286
107
$29K 0.01%
100
108
$28.4K 0.01%
650
109
$28K 0.01%
1,010
+287
110
$27.9K 0.01%
79
111
$27.8K 0.01%
258
+5
112
$26K 0.01%
187
+83
113
$25.9K 0.01%
86
+56
114
$25.6K 0.01%
+46
115
$25K 0.01%
34
116
$22.7K 0.01%
+90
117
$22.2K 0.01%
131
+88
118
$20.9K 0.01%
+340
119
$20.8K 0.01%
99
+83
120
$20.6K 0.01%
336
+120
121
$20.5K 0.01%
+90
122
$20.5K 0.01%
225
123
$20.2K 0.01%
371
124
$19.1K 0.01%
100
125
$18.5K 0.01%
195
3 4
5
6 7