RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+9.41%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.62%
Holding
241
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$44.9M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$14.6M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$11.1M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$9.8M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Yum! Brands
YUM
$40.1B
| $13.1K | 0.01% |
+102
| New | +$13.1K |
|
127
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.24B
| $12.8K | 0.01% |
+405
| New | +$12.8K |
|
128
Costco
COST
$427B
| $12.8K | 0.01% |
+28
| New | +$12.8K |
|
129
iShares Short Treasury Bond ETF
SHV
$20.8B
| $12.8K | 0.01% |
+117
| New | +$12.8K |
|
130
First Mid Bancshares
FMBH
$963M
| $12.7K | 0.01% |
+396
| New | +$12.7K |
|
131
NovaGold Resources
NG
$2.75B
| $12.6K | 0.01% |
+2,100
| New | +$12.6K |
|
132
Eaton
ETN
$136B
| $12.4K | 0.01% |
+79
| New | +$12.4K |
|
133
Encompass Health
EHC
$12.6B
| $12.1K | 0.01% |
+202
| New | +$12.1K |
|
134
iShares National Muni Bond ETF
MUB
$38.9B
| $11.7K | 0.01% |
+2
| New | +$11.7K |
|
135
Dow Inc
DOW
$17.4B
| $11.7K | 0.01% |
+232
| New | +$11.7K |
|
136
Charles River Laboratories
CRL
$8.07B
| $11.5K | 0.01% |
+53
| New | +$11.5K |
|
137
Ameren
AEE
$27.2B
| $10.6K | 0.01% |
+119
| New | +$10.6K |
|
138
Sysco
SYY
$39.4B
| $10.2K | 0.01% |
+134
| New | +$10.2K |
|
139
Ingersoll Rand
IR
$32.2B
| $10.2K | 0.01% |
+195
| New | +$10.2K |
|
140
J.M. Smucker
SJM
$12B
| $9.98K | 0.01% |
+63
| New | +$9.98K |
|
141
Verizon
VZ
$187B
| $9.77K | 0.01% |
+248
| New | +$9.77K |
|
142
VanEck Low Carbon Energy ETF
SMOG
$126M
| $9.65K | 0.01% |
+87
| New | +$9.65K |
|
143
Northern Trust
NTRS
$24.3B
| $9.47K | 0.01% |
+107
| New | +$9.47K |
|
144
DuPont de Nemours
DD
$32.6B
| $9.13K | 0.01% |
+133
| New | +$9.13K |
|
145
Lennar Class A
LEN
$36.7B
| $9.05K | 0.01% |
+103
| New | +$9.05K |
|
146
ProShares UltraPro S&P 500
UPRO
$4.49B
| $8.65K | 0.01% |
+264
| New | +$8.65K |
|
147
CME Group
CME
$94.4B
| $8.41K | 0.01% |
+50
| New | +$8.41K |
|
148
Darden Restaurants
DRI
$24.5B
| $8.3K | 0.01% |
+60
| New | +$8.3K |
|
149
abrdn Physical Palladium Shares ETF
PALL
$508M
| $8.26K | 0.01% |
+50
| New | +$8.26K |
|
150
Prudential Financial
PRU
$37.2B
| $8.26K | 0.01% |
+83
| New | +$8.26K |
|