RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
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
126
$21.6K 0.01%
131
127
$21.4K 0.01%
90
128
$20.6K 0.01%
159
129
$20.3K 0.01%
444
130
$19.8K 0.01%
99
131
$18.2K 0.01%
225
132
$18K 0.01%
136
133
$18K 0.01%
61
134
$17.6K 0.01%
81
135
$17.2K 0.01%
90
136
$16.9K 0.01%
152
137
$15.9K 0.01%
199
138
$15.9K 0.01%
602
139
$15.2K ﹤0.01%
65
140
$15.1K ﹤0.01%
306
141
$15K ﹤0.01%
123
+5
142
$14.8K ﹤0.01%
400
143
$14.3K ﹤0.01%
172
144
$14.1K ﹤0.01%
452
145
$13.8K ﹤0.01%
396
146
$13.8K ﹤0.01%
140
147
$13.5K ﹤0.01%
198
148
$13.4K ﹤0.01%
122
149
$13.3K ﹤0.01%
177
150
$12.3K ﹤0.01%
150