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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.43K ﹤0.01%
154
-110
152
$8.27K ﹤0.01%
109
153
$7.96K ﹤0.01%
63
154
$7.89K ﹤0.01%
30
155
$7.85K ﹤0.01%
2,100
156
$7.34K ﹤0.01%
140
157
$7.31K ﹤0.01%
64
+2
158
$7.29K ﹤0.01%
133
159
$6.96K ﹤0.01%
+61
160
$6.82K ﹤0.01%
+63
161
$6.37K ﹤0.01%
133
162
$5.85K ﹤0.01%
158
163
$5.78K ﹤0.01%
312
164
$5.76K ﹤0.01%
+22
165
$5.75K ﹤0.01%
+14
166
$5.69K ﹤0.01%
+69
167
$5.47K ﹤0.01%
+19
168
$5.39K ﹤0.01%
37
169
$5.3K ﹤0.01%
176
170
$4.91K ﹤0.01%
42
171
$4.88K ﹤0.01%
133
172
$4.77K ﹤0.01%
+10
173
$4.67K ﹤0.01%
52
174
$4.66K ﹤0.01%
47
+8
175
$4.56K ﹤0.01%
127
5 6
7
8 9