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
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZTS icon
126
Zoetis
ZTS
$52.8B
$21.6K 0.01%
131
MAR icon
127
Marriott International
MAR
$77.9B
$21.4K 0.01%
90
HWM icon
128
Howmet Aerospace
HWM
$84.4B
$20.6K 0.01%
159
GLW icon
129
Corning
GLW
$75.9B
$20.3K 0.01%
444
IWM icon
130
iShares Russell 2000 ETF
IWM
$70B
$19.8K 0.01%
99
GEHC icon
131
GE HealthCare
GEHC
$33.5B
$18.2K 0.01%
225
RTX icon
132
RTX Corp
RTX
$240B
$18K 0.01%
136
APD icon
133
Air Products & Chemicals
APD
$57.5B
$18K 0.01%
61
AMT icon
134
American Tower
AMT
$84.1B
$17.6K 0.01%
81
IVE icon
135
iShares S&P 500 Value ETF
IVE
$42.4B
$17.2K 0.01%
90
TIP icon
136
iShares TIPS Bond ETF
TIP
$13.8B
$16.9K 0.01%
152
IR icon
137
Ingersoll Rand
IR
$30.5B
$15.9K 0.01%
199
SPIP icon
138
State Street SPDR Portfolio TIPS ETF
SPIP
$981M
$15.9K 0.01%
602
LOW icon
139
Lowe's Companies
LOW
$131B
$15.2K ﹤0.01%
65
IYE icon
140
iShares US Energy ETF
IYE
$1.17B
$15.1K ﹤0.01%
306
ESGU icon
141
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$15K ﹤0.01%
123
+5
CMCSA icon
142
Comcast
CMCSA
$98.8B
$14.8K ﹤0.01%
400
IJK icon
143
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.32B
$14.3K ﹤0.01%
172
DD icon
144
DuPont de Nemours
DD
$16.9B
$14.1K ﹤0.01%
189
FMBH icon
145
First Mid Bancshares
FMBH
$890M
$13.8K ﹤0.01%
396
DIS icon
146
Walt Disney
DIS
$202B
$13.8K ﹤0.01%
140
ONEQ icon
147
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.32B
$13.5K ﹤0.01%
198
SHV icon
148
iShares Short Treasury Bond ETF
SHV
$20.7B
$13.4K ﹤0.01%
122
SYY icon
149
Sysco
SYY
$35.7B
$13.3K ﹤0.01%
177
EFA icon
150
iShares MSCI EAFE ETF
EFA
$68.7B
$12.3K ﹤0.01%
150