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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K 0.01%
+150
152
$11.9K 0.01%
+60
153
$11.8K 0.01%
264
154
$11.4K ﹤0.01%
+42
155
$11.4K ﹤0.01%
+45
156
$11.3K ﹤0.01%
116
+76
157
$10.9K ﹤0.01%
134
158
$10.6K ﹤0.01%
+87
159
$10.5K ﹤0.01%
104
+57
160
$10.4K ﹤0.01%
41
161
$10.3K ﹤0.01%
+150
162
$10.2K ﹤0.01%
44
163
$10.1K ﹤0.01%
20
164
$9.99K ﹤0.01%
+272
165
$9.7K ﹤0.01%
+159
166
$9.63K ﹤0.01%
82
167
$9.56K ﹤0.01%
71
168
$9.05K ﹤0.01%
79
-10
169
$8.89K ﹤0.01%
111
+2
170
$8.82K ﹤0.01%
+165
171
$8.78K ﹤0.01%
119
172
$8.31K ﹤0.01%
198
+137
173
$8.17K ﹤0.01%
+163
174
$8.07K ﹤0.01%
90
-37
175
$7.93K ﹤0.01%
63
5 6
7
8 9