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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
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
$18.4K 0.01%
+195
127
$17.5K 0.01%
36
128
$17.3K 0.01%
400
129
$17.3K 0.01%
+36
130
$17.2K 0.01%
103
131
$17.1K 0.01%
49
-45
132
$16.8K 0.01%
90
133
$16.2K 0.01%
151
134
$15.7K 0.01%
172
135
$15.4K 0.01%
602
136
$15.1K 0.01%
306
137
$14.9K 0.01%
+120
138
$14.8K 0.01%
200
139
$14.8K 0.01%
61
+48
140
$14.6K 0.01%
444
141
$14.5K 0.01%
189
+56
142
$13.5K 0.01%
201
143
$13.4K 0.01%
+90
144
$13.4K 0.01%
+23
145
$13.3K 0.01%
121
+1
146
$12.9K 0.01%
396
147
$12.8K 0.01%
198
148
$12.7K 0.01%
+135
149
$12.5K 0.01%
+102
150
$12.2K 0.01%
509
-2,687