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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.4K ﹤0.01%
122
152
$12.6K ﹤0.01%
264
153
$12.5K ﹤0.01%
120
154
$12K ﹤0.01%
509
155
$12K ﹤0.01%
23
156
$11.5K ﹤0.01%
201
157
$11.3K ﹤0.01%
90
158
$11.3K ﹤0.01%
150
159
$11.2K ﹤0.01%
272
160
$10.8K ﹤0.01%
45
161
$10.6K ﹤0.01%
119
162
$10.3K ﹤0.01%
45
163
$10.1K ﹤0.01%
+190
164
$9.94K ﹤0.01%
159
165
$9.91K ﹤0.01%
181
+1
166
$9.84K ﹤0.01%
44
167
$9.84K ﹤0.01%
87
168
$9.72K ﹤0.01%
82
169
$9.69K ﹤0.01%
65
170
$9.63K ﹤0.01%
23
171
$9.28K ﹤0.01%
42
172
$9.28K ﹤0.01%
71
173
$9.14K ﹤0.01%
103
+14
174
$9.13K ﹤0.01%
91
175
$8.89K ﹤0.01%
20
5 6
7
8 9