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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.7K 0.01%
139
+53
102
$35.3K 0.01%
193
-5
103
$34K 0.01%
350
+4
104
$33.9K 0.01%
186
+12
105
$33.4K 0.01%
1,193
+183
106
$31.5K 0.01%
433
107
$31.1K 0.01%
81
+2
108
$30.6K 0.01%
672
+22
109
$30.3K 0.01%
101
+1
110
$29.7K 0.01%
823
-1
111
$29.3K 0.01%
286
112
$28.6K 0.01%
250
113
$28K 0.01%
263
+5
114
$26.8K 0.01%
190
115
$25.7K 0.01%
148
+17
116
$25.3K 0.01%
395
+55
117
$25.1K 0.01%
190
+3
118
$24.7K 0.01%
56
+20
119
$24.6K 0.01%
46
120
$24.1K 0.01%
248
+53
121
$24.1K 0.01%
378
+42
122
$23.9K 0.01%
99
+9
123
$23K 0.01%
+134
124
$21.8K 0.01%
94
+4
125
$20.1K 0.01%
99
3 4
5
6 7