RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $21.6K | 0.01% | 131 | – | – | |||
| $21.4K | 0.01% | 90 | – | – | |||
| $20.6K | 0.01% | 159 | – | – | |||
| $20.3K | 0.01% | 444 | – | – | |||
| $19.8K | 0.01% | 99 | – | – | |||
| $18.2K | 0.01% | 225 | – | – | |||
| $18K | 0.01% | 136 | – | – | |||
| $18K | 0.01% | 61 | – | – | |||
| $17.6K | 0.01% | 81 | – | – | |||
| $17.2K | 0.01% | 90 | – | – | |||
| $16.9K | 0.01% | 152 | – | – | |||
| $15.9K | 0.01% | 199 | – | – | |||
| $15.9K | 0.01% | 602 | – | – | |||
| $15.2K | 0% | 65 | – | – | |||
| $15.1K | 0% | 306 | – | – | |||
| $15K | 0% | 123 +5 | +4% | +$611 | |||
| $14.8K | 0% | 400 | – | – | |||
| $14.3K | 0% | 172 | – | – | |||
| $14.1K | 0% | 189 | – | – | |||
| $13.8K | 0% | 396 | – | – | |||
| $13.8K | 0% | 140 | – | – | |||
| $13.5K | 0% | 198 | – | – | |||
| $13.4K | 0% | 122 | – | – | |||
| $13.3K | 0% | 177 | – | – | |||
| $12.3K | 0% | 150 | – | – |
