RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.1K 0.01%
517
102
$34.7K 0.01%
1,528
103
$33.9K 0.01%
516
+116
104
$33.5K 0.01%
196
105
$33.4K 0.01%
58
106
$31.8K 0.01%
354
107
$30.7K 0.01%
180
108
$30.3K 0.01%
113
109
$29.8K 0.01%
189
110
$28.9K 0.01%
562
111
$28.6K 0.01%
286
112
$27.8K 0.01%
823
113
$27K 0.01%
256
-2
114
$26.3K 0.01%
250
115
$25.8K 0.01%
221
116
$25.8K 0.01%
1,017
+2
117
$25.2K 0.01%
46
118
$24.9K 0.01%
100
119
$24.5K 0.01%
46
120
$24.4K 0.01%
100
121
$24.2K 0.01%
90
122
$24.1K 0.01%
336
123
$23.5K 0.01%
190
124
$23.3K 0.01%
433
125
$21.9K 0.01%
371
3 4
5
6 7