RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $276K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $12.2K | 0% | 201 | – | – | |||
| $12.1K | 0% | 105 | – | – | |||
| $11.9K | 0% | 119 | – | – | |||
| $11.7K | 0% | 120 | – | – | |||
| $11.4K | 0% | 23 | – | – | |||
| $11.3K | 0% | 113 +22 | +24% | +$2.2K | |||
| $11.3K | 0% | 178 | – | – | |||
| $11.2K | 0% | 65 | – | – | |||
| $11.1K | 0% | 264 | – | – | |||
| $10.9K | 0% | 42 | – | – | |||
| $10.7K | 0% | 23 | – | – | |||
| $10.6K | 0% | 493 -16 | -3% | -$346 | |||
| $10.4K | 0% | 272 | – | – | |||
| $10.2K | 0% | 44 | – | – | |||
| $10K | 0% | 45 | – | – | |||
| $9.9K | 0% | 90 | – | – | |||
| $9.48K | 0% | 159 | – | – | |||
| $9.44K | 0% | 334 | – | – | |||
| $9.31K | 0% | 148 | – | – | |||
| $9.26K | 0% | 71 | – | – | |||
| $9.25K | 0% | 181 | – | – | |||
| $9.23K | 0% | 45 | – | – | |||
| $9.17K | 0% | 202 +1 | +0.5% | +$45 | |||
| $9.16K | 0% | 82 | – | – | |||
| $9.06K | 0% | 179 +66 | +58% | +$3.34K |
