RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Sells

1 +$1.96M
2 +$488K
3 +$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$18.5K 0.01%
195
127
$18.4K 0.01%
+195
128
$17.5K 0.01%
36
129
$17.3K 0.01%
400
130
$17.3K 0.01%
+36
131
$17.2K 0.01%
103
132
$17.1K 0.01%
49
-45
133
$16.8K 0.01%
90
134
$16.2K 0.01%
151
135
$15.7K 0.01%
172
136
$15.4K 0.01%
602
137
$15.1K 0.01%
306
138
$14.9K 0.01%
+120
139
$14.8K 0.01%
200
140
$14.8K 0.01%
61
+48
141
$14.6K 0.01%
444
142
$14.5K 0.01%
452
+134
143
$13.5K 0.01%
201
144
$13.4K 0.01%
+90
145
$13.4K 0.01%
+23
146
$13.3K 0.01%
121
+1
147
$12.9K 0.01%
396
148
$12.8K 0.01%
198
149
$12.7K 0.01%
+135
150
$12.5K 0.01%
+102