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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.33K ﹤0.01%
140
152
$6.08K ﹤0.01%
+30
153
$6.01K ﹤0.01%
+50
154
$5.52K ﹤0.01%
37
155
$5.4K ﹤0.01%
312
156
$5.32K ﹤0.01%
158
157
$4.8K ﹤0.01%
127
158
$4.58K ﹤0.01%
42
159
$4.55K ﹤0.01%
133
160
$4.52K ﹤0.01%
176
161
$4.47K ﹤0.01%
20
162
$4.12K ﹤0.01%
127
163
$3.99K ﹤0.01%
52
164
$3.9K ﹤0.01%
39
+4
165
$3.9K ﹤0.01%
10
166
$3.69K ﹤0.01%
246
167
$3.54K ﹤0.01%
206
168
$3.48K ﹤0.01%
36
+10
169
$3.41K ﹤0.01%
111
170
$3.31K ﹤0.01%
+100
171
$3.06K ﹤0.01%
176
172
$3.01K ﹤0.01%
44
173
$2.88K ﹤0.01%
+40
174
$2.83K ﹤0.01%
16
175
$2.69K ﹤0.01%
100
5 6
7
8 9