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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.1K 0.01%
100
127
$21.9K 0.01%
99
128
$21.3K 0.01%
371
129
$21.1K 0.01%
225
-11
130
$20K 0.01%
444
131
$19.7K 0.01%
108
-6
132
$19.5K 0.01%
199
-5
133
$18.8K 0.01%
81
-21
134
$18.8K 0.01%
49
-4
135
$18.2K 0.01%
61
-8
136
$17.7K 0.01%
90
137
$17.6K 0.01%
65
-23
138
$16.8K 0.01%
189
-25
139
$16.8K 0.01%
152
140
$16.7K 0.01%
400
-7
141
$16.5K 0.01%
136
-19
142
$15.9K 0.01%
159
-9
143
$15.8K 0.01%
602
144
$15.8K 0.01%
172
145
$15.7K 0.01%
178
-43
146
$15.4K 0.01%
396
147
$14.2K ﹤0.01%
23
-13
148
$14.2K ﹤0.01%
306
149
$14.2K ﹤0.01%
198
150
$13.8K ﹤0.01%
177
-43
4 5
6
7 8