RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.2K ﹤0.01%
201
152
$12.1K ﹤0.01%
105
-3
153
$11.9K ﹤0.01%
119
154
$11.7K ﹤0.01%
120
155
$11.4K ﹤0.01%
23
156
$11.3K ﹤0.01%
113
+22
157
$11.3K ﹤0.01%
178
158
$11.2K ﹤0.01%
65
159
$11.1K ﹤0.01%
264
160
$10.9K ﹤0.01%
42
161
$10.7K ﹤0.01%
23
162
$10.6K ﹤0.01%
493
-16
163
$10.4K ﹤0.01%
272
164
$10.2K ﹤0.01%
44
165
$10K ﹤0.01%
45
166
$9.9K ﹤0.01%
90
167
$9.48K ﹤0.01%
159
168
$9.44K ﹤0.01%
334
169
$9.31K ﹤0.01%
148
170
$9.26K ﹤0.01%
71
171
$9.25K ﹤0.01%
181
172
$9.22K ﹤0.01%
45
173
$9.17K ﹤0.01%
202
+1
174
$9.16K ﹤0.01%
82
175
$9.06K ﹤0.01%
179
+66
5 6
7
8 9