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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$21.1K 0.01%
444
127
$20.9K 0.01%
336
128
$19.5K 0.01%
371
129
$18K 0.01%
199
130
$17.7K 0.01%
61
131
$17.6K 0.01%
225
132
$17.4K 0.01%
159
133
$17.2K 0.01%
90
134
$17K 0.01%
42
135
$16.2K 0.01%
152
136
$16K 0.01%
65
137
$15.7K 0.01%
136
138
$15.6K ﹤0.01%
172
139
$15.6K ﹤0.01%
140
140
$15.2K ﹤0.01%
602
141
$15.2K ﹤0.01%
118
+22
142
$15.1K ﹤0.01%
198
143
$15K ﹤0.01%
400
144
$14.9K ﹤0.01%
81
145
$14.6K ﹤0.01%
396
146
$14.4K ﹤0.01%
189
147
$14.3K ﹤0.01%
108
148
$13.9K ﹤0.01%
306
149
$13.5K ﹤0.01%
177
150
$13.5K ﹤0.01%
178