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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.3K 0.01%
433
102
$35.5K 0.01%
351
+1
103
$34K 0.01%
196
-42
104
$33.2K 0.01%
58
-22
105
$33.2K 0.01%
650
-22
106
$33.1K 0.01%
130
-4
107
$30.9K 0.01%
113
-26
108
$30.8K 0.01%
286
109
$29.9K 0.01%
+562
110
$29.3K 0.01%
1,013
-180
111
$28.7K 0.01%
426
+31
112
$28.1K 0.01%
259
-4
113
$27.4K 0.01%
100
-1
114
$27.4K 0.01%
180
-6
115
$26.3K 0.01%
250
116
$26.3K 0.01%
188
-2
117
$26.2K 0.01%
46
118
$25.8K 0.01%
823
119
$25.6K 0.01%
131
-17
120
$25K 0.01%
190
121
$24.4K 0.01%
90
-4
122
$24.2K 0.01%
336
-42
123
$23K 0.01%
221
-27
124
$22.7K 0.01%
46
-10
125
$22.4K 0.01%
90
-9
3 4
5
6 7