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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.1K 0.01%
+102
127
$12.8K 0.01%
+405
128
$12.8K 0.01%
+28
129
$12.8K 0.01%
+117
130
$12.7K 0.01%
+396
131
$12.6K 0.01%
+2,100
132
$12.4K 0.01%
+79
133
$12.1K 0.01%
+202
134
$11.7K 0.01%
+2
135
$11.7K 0.01%
+232
136
$11.5K 0.01%
+53
137
$10.6K 0.01%
+119
138
$10.2K 0.01%
+134
139
$10.2K 0.01%
+195
140
$9.98K 0.01%
+63
141
$9.77K 0.01%
+248
142
$9.64K 0.01%
+87
143
$9.47K 0.01%
+107
144
$9.13K 0.01%
+133
145
$9.05K 0.01%
+103
146
$8.65K 0.01%
+264
147
$8.41K 0.01%
+50
148
$8.3K 0.01%
+60
149
$8.26K 0.01%
+50
150
$8.26K 0.01%
+83
4 5
6
7 8