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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34K 0.01%
650
102
$34K 0.01%
58
103
$32.9K 0.01%
196
104
$31.9K 0.01%
180
105
$30.9K 0.01%
517
106
$30.6K 0.01%
1,528
-270
107
$28.6K 0.01%
562
108
$28.1K 0.01%
100
109
$28K 0.01%
433
110
$27.8K 0.01%
221
111
$27.7K 0.01%
286
112
$27.6K 0.01%
400
-26
113
$27.4K 0.01%
258
-1
114
$26.9K 0.01%
1,015
+2
115
$26.7K 0.01%
90
116
$26.2K 0.01%
46
117
$25.3K 0.01%
189
+1
118
$25.1K 0.01%
90
119
$24.8K 0.01%
250
120
$24.3K 0.01%
823
121
$24.2K 0.01%
46
122
$22K 0.01%
100
123
$21.9K 0.01%
99
124
$21.6K 0.01%
190
125
$21.4K 0.01%
131
3 4
5
6 7