RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $9K | 0% | 33 | – | – | |||
| $8.89K | 0% | 190 | – | – | |||
| $8.87K | 0% | 44 | – | – | |||
| $8.67K | 0% | 78 | – | – | |||
| $7.99K | 0% | 87 | – | – | |||
| $7.96K | 0% | 163 | – | – | |||
| $7.93K | 0% | 45 | – | – | |||
| $7.71K | 0% | 85 -18 | -17% | -$1.63K | |||
| $7.71K | 0% | 42 | – | – | |||
| $7.67K | 0% | 20 | – | – | |||
| $7.64K | 0% | 27 | – | – | |||
| $7.51K | 0% | 31 | – | – | |||
| $7.47K | 0% | 57 | – | – | |||
| $7.46K | 0% | 63 | – | – | |||
| $7.3K | 0% | 61 | – | – | |||
| $7.12K | 0% | 62 | – | – | |||
| $7.03K | 0% | 239 | – | – | |||
| $6.98K | 0% | 171 -1 | -0.6% | -$41 | |||
| $6.93K | 0% | 67 +1 | +2% | +$103 | |||
| $6.75K | 0% | 102 +2 | +2% | +$132 | |||
| $6.59K | 0% | 63 | – | – | |||
| $6.41K | 0% | 49 | – | – | |||
| $6.41K | 0% | 89 | New | +$6.41K | |||
| $6.13K | 0% | 2,100 | – | – | |||
| $5.98K | 0% | 47 | – | – |
