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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.8K 0.01%
396
152
$10.7K 0.01%
53
153
$10.6K 0.01%
87
154
$10.5K 0.01%
103
155
$10.3K 0.01%
134
156
$10.3K 0.01%
119
157
$10.2K 0.01%
264
158
$9.91K 0.01%
63
159
$9.91K 0.01%
+424
160
$9.67K 0.01%
+133
161
$9.59K 0.01%
200
162
$9.54K 0.01%
133
163
$9.18K 0.01%
+66
164
$8.71K 0.01%
42
165
$8.58K 0.01%
446
166
$8.43K 0.01%
+691
167
$8.3K 0.01%
44
168
$8.02K 0.01%
133
169
$7.88K 0.01%
+110
170
$7.71K 0.01%
20
171
$7.58K ﹤0.01%
700
172
$7.58K ﹤0.01%
71
173
$7.56K ﹤0.01%
140
174
$7.29K ﹤0.01%
133
-99
175
$7.25K ﹤0.01%
+75
5 6
7
8 9