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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
+100
127
$11.6K 0.01%
405
128
$11.2K 0.01%
103
129
$10.9K 0.01%
264
130
$10.5K 0.01%
396
131
$10.5K 0.01%
42
132
$10.5K 0.01%
127
+4
133
$10.3K 0.01%
198
-2
134
$10.2K 0.01%
20
135
$9.92K 0.01%
133
136
$8.88K 0.01%
119
137
$8.85K 0.01%
134
138
$8.38K ﹤0.01%
89
139
$8.35K ﹤0.01%
44
140
$8.06K ﹤0.01%
2,100
141
$7.78K ﹤0.01%
82
142
$7.74K ﹤0.01%
63
143
$7.52K ﹤0.01%
109
-1
144
$7.48K ﹤0.01%
43
145
$7.4K ﹤0.01%
71
146
$7.01K ﹤0.01%
79
147
$6.86K ﹤0.01%
133
148
$6.8K ﹤0.01%
133
149
$6.63K ﹤0.01%
62
150
$6.4K ﹤0.01%
700
4 5
6
7 8