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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
216
-245
127
$13K 0.01%
117
128
$12.9K 0.01%
111
129
$12.7K 0.01%
195
130
$12.5K 0.01%
103
131
$12.5K 0.01%
264
132
$11.3K 0.01%
200
133
$11.1K 0.01%
53
134
$11K 0.01%
42
135
$10.8K 0.01%
200
136
$10.7K 0.01%
123
-6
137
$9.94K 0.01%
134
138
$9.78K 0.01%
20
139
$9.69K 0.01%
119
140
$9.56K 0.01%
396
141
$9.5K 0.01%
133
142
$9.3K 0.01%
63
143
$8.75K 0.01%
44
144
$8.72K 0.01%
89
-847
145
$8.52K 0.01%
71
146
$8.38K ﹤0.01%
2,100
147
$8.04K ﹤0.01%
110
148
$7.94K ﹤0.01%
140
149
$7.93K ﹤0.01%
700
150
$7.62K ﹤0.01%
133
4 5
6
7 8