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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.21K 0.01%
+446
152
$8.19K 0.01%
+200
153
$8.01K 0.01%
+44
154
$7.82K 0.01%
+133
155
$7.68K 0.01%
+66
156
$7.47K 0.01%
+71
157
$7.36K 0.01%
+700
158
$7.3K 0.01%
+140
159
$7.26K 0.01%
+1
160
$7.01K ﹤0.01%
+480
161
$6.76K ﹤0.01%
+118
162
$6.73K ﹤0.01%
+20
163
$6.59K ﹤0.01%
+37
164
$6.58K ﹤0.01%
+82
165
$6.53K ﹤0.01%
+64
166
$6.48K ﹤0.01%
+46
167
$6.43K ﹤0.01%
+158
168
$6.3K ﹤0.01%
+43
169
$6.22K ﹤0.01%
+109
170
$6.18K ﹤0.01%
+28
171
$5.75K ﹤0.01%
+74
172
$5.68K ﹤0.01%
+312
173
$5.58K ﹤0.01%
+133
174
$5.49K ﹤0.01%
+127
175
$5.3K ﹤0.01%
+101
5 6
7
8 9