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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.7K 0.01%
306
152
$14.6K 0.01%
74
+32
153
$14.5K 0.01%
+330
154
$14.5K 0.01%
33
+19
155
$14K 0.01%
66
+43
156
$13.9K 0.01%
48
+31
157
$13.9K 0.01%
25
+5
158
$13.8K 0.01%
198
159
$13.4K 0.01%
122
+1
160
$13.2K 0.01%
+94
161
$13K 0.01%
168
+18
162
$13K 0.01%
396
163
$13K 0.01%
95
+5
164
$12.8K 0.01%
+120
165
$12.8K 0.01%
124
+4
166
$12.3K ﹤0.01%
509
167
$12.2K ﹤0.01%
366
+255
168
$12K ﹤0.01%
+62
169
$11.8K ﹤0.01%
150
170
$11.6K ﹤0.01%
+56
171
$11.6K ﹤0.01%
+37
172
$11.5K ﹤0.01%
98
+16
173
$11.5K ﹤0.01%
96
+17
174
$11.1K ﹤0.01%
+222
175
$11.1K ﹤0.01%
43
+1
5 6
7
8 9