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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.4K 0.01%
76
-26
127
$18.2K 0.01%
+416
128
$17K 0.01%
158
+156
129
$16.3K 0.01%
148
130
$16.1K 0.01%
+602
131
$16K 0.01%
250
132
$15.7K 0.01%
444
133
$15.3K 0.01%
78
134
$15.3K 0.01%
114
+113
135
$14.5K 0.01%
+348
136
$14K 0.01%
69
137
$13.9K 0.01%
28
138
$13.7K 0.01%
92
139
$13.6K 0.01%
103
+1
140
$13.3K 0.01%
480
141
$13.1K 0.01%
2,100
142
$13K 0.01%
405
143
$12.9K 0.01%
117
144
$12.4K 0.01%
326
-630
145
$12.3K 0.01%
+107
146
$11.9K 0.01%
111
-239
147
$11.6K 0.01%
200
148
$11.3K 0.01%
195
149
$11.1K 0.01%
129
+128
150
$10.9K 0.01%
202
4 5
6
7 8