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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.5K ﹤0.01%
140
-38
152
$13.5K ﹤0.01%
122
153
$13.2K ﹤0.01%
509
154
$12.5K ﹤0.01%
150
155
$12.5K ﹤0.01%
45
-27
156
$12.3K ﹤0.01%
90
-5
157
$12.1K ﹤0.01%
96
158
$12.1K ﹤0.01%
264
159
$11.8K ﹤0.01%
120
-4
160
$11.6K ﹤0.01%
201
-1
161
$11.4K ﹤0.01%
44
-2
162
$11K ﹤0.01%
42
-32
163
$11K ﹤0.01%
23
-10
164
$10.8K ﹤0.01%
42
-1
165
$10.7K ﹤0.01%
272
166
$10.7K ﹤0.01%
45
-2
167
$10.6K ﹤0.01%
45
+1
168
$10.4K ﹤0.01%
65
-63
169
$10.4K ﹤0.01%
119
170
$10.4K ﹤0.01%
20
-5
171
$10.3K ﹤0.01%
71
172
$9.97K ﹤0.01%
33
-15
173
$9.93K ﹤0.01%
82
-16
174
$9.91K ﹤0.01%
159
175
$9.85K ﹤0.01%
180
+6
5 6
7
8 9