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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.9K 0.01%
36
+13
127
$19.8K 0.01%
102
+42
128
$19.7K 0.01%
371
129
$19.4K 0.01%
88
+47
130
$18.5K 0.01%
204
+9
131
$18.4K 0.01%
236
+11
132
$18K 0.01%
72
+54
133
$17.8K 0.01%
69
+8
134
$17.7K 0.01%
178
+76
135
$17.5K 0.01%
+128
136
$17.3K 0.01%
100
137
$17.2K 0.01%
444
138
$17.2K 0.01%
214
+25
139
$16.7K 0.01%
221
+86
140
$16.5K 0.01%
114
+11
141
$16.4K 0.01%
90
142
$16.3K 0.01%
152
+1
143
$15.9K 0.01%
407
+7
144
$15.9K 0.01%
53
+4
145
$15.7K 0.01%
220
+86
146
$15.6K 0.01%
+66
147
$15.6K 0.01%
155
+39
148
$15.3K 0.01%
602
149
$15.2K 0.01%
172
150
$15.1K 0.01%
215
+15
4 5
6
7 8