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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.6K 0.01%
+172
127
$13.6K 0.01%
104
+1
128
$13.5K 0.01%
444
129
$13.5K 0.01%
306
130
$13.2K 0.01%
200
131
$13.2K 0.01%
120
+2
132
$12.7K 0.01%
36
-171
133
$12.7K 0.01%
216
134
$12.5K 0.01%
94
+44
135
$12.3K 0.01%
201
136
$11.9K 0.01%
20
137
$11.7K 0.01%
198
138
$11.6K 0.01%
100
139
$11.4K 0.01%
264
+164
140
$11.3K 0.01%
127
141
$10.4K ﹤0.01%
42
142
$10.2K ﹤0.01%
133
143
$9.8K ﹤0.01%
134
144
$9.46K ﹤0.01%
44
145
$9.34K ﹤0.01%
89
146
$9.13K ﹤0.01%
41
-120
147
$8.99K ﹤0.01%
71
148
$8.59K ﹤0.01%
119
149
$8.5K ﹤0.01%
82
150
$8.49K ﹤0.01%
43
4 5
6
7 8