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
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

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
TAP icon
151
Molson Coors Class B
TAP
$9.26B
$12.2K ﹤0.01%
201
LEN icon
152
Lennar Class A
LEN
$31.4B
$12.1K ﹤0.01%
105
-3
AEE icon
153
Ameren
AEE
$28.2B
$11.9K ﹤0.01%
119
PCAR icon
154
PACCAR
PCAR
$52B
$11.7K ﹤0.01%
120
TMO icon
155
Thermo Fisher Scientific
TMO
$217B
$11.4K ﹤0.01%
23
GBIL icon
156
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
$11.3K ﹤0.01%
113
+22
NKE icon
157
Nike
NKE
$89.9B
$11.3K ﹤0.01%
178
ICE icon
158
Intercontinental Exchange
ICE
$85.2B
$11.2K ﹤0.01%
65
USB icon
159
US Bancorp
USB
$74B
$11.1K ﹤0.01%
264
TSLA icon
160
Tesla
TSLA
$1.48T
$10.9K ﹤0.01%
42
LIN icon
161
Linde
LIN
$196B
$10.7K ﹤0.01%
23
BUSE icon
162
First Busey Corp
BUSE
$2.03B
$10.6K ﹤0.01%
493
-16
RPG icon
163
Invesco S&P 500 Pure Growth ETF
RPG
$1.72B
$10.4K ﹤0.01%
272
WM icon
164
Waste Management
WM
$80.8B
$10.2K ﹤0.01%
44
VB icon
165
Vanguard Small-Cap ETF
VB
$67.5B
$10K ﹤0.01%
45
UPS icon
166
United Parcel Service
UPS
$79B
$9.9K ﹤0.01%
90
EZM icon
167
WisdomTree US MidCap Fund
EZM
$852M
$9.48K ﹤0.01%
159
T icon
168
AT&T
T
$176B
$9.44K ﹤0.01%
334
CTVA icon
169
Corteva
CTVA
$44.3B
$9.31K ﹤0.01%
148
ALLE icon
170
Allegion
ALLE
$14.4B
$9.26K ﹤0.01%
71
SPMD icon
171
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
$9.25K ﹤0.01%
181
DHR icon
172
Danaher
DHR
$149B
$9.22K ﹤0.01%
45
VZ icon
173
Verizon
VZ
$168B
$9.17K ﹤0.01%
202
+1
PRU icon
174
Prudential Financial
PRU
$37.4B
$9.16K ﹤0.01%
82
JPST icon
175
JPMorgan Ultra-Short Income ETF
JPST
$34B
$9.06K ﹤0.01%
179
+66