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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.41K ﹤0.01%
43
152
$7.33K ﹤0.01%
109
153
$7.23K ﹤0.01%
82
-1
154
$7.11K ﹤0.01%
118
155
$7.08K ﹤0.01%
133
156
$6.97K ﹤0.01%
79
157
$6.86K ﹤0.01%
62
-2
158
$6.75K ﹤0.01%
312
159
$6.42K ﹤0.01%
37
160
$5.61K ﹤0.01%
158
161
$5.41K ﹤0.01%
176
162
$5.17K ﹤0.01%
127
163
$5.17K ﹤0.01%
133
164
$4.88K ﹤0.01%
134
-9
165
$4.72K ﹤0.01%
127
166
$4.66K ﹤0.01%
29
167
$4.65K ﹤0.01%
59
168
$4.35K ﹤0.01%
52
169
$4.32K ﹤0.01%
20
170
$3.92K ﹤0.01%
246
-200
171
$3.85K ﹤0.01%
42
172
$3.79K ﹤0.01%
111
173
$3.67K ﹤0.01%
206
174
$3.55K ﹤0.01%
35
+3
175
$3.21K ﹤0.01%
72
-21
5 6
7
8 9