RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+9.41%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.62%
Holding
241
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$44.9M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$14.6M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$11.1M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$9.8M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$8.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Consumer Discretionary | 0.69% |
| 3 | Consumer Staples | 0.57% |
| 4 | Financials | 0.57% |
| 5 | Industrials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Tesla
TSLA
$1.13T
| $5.17K | ﹤0.01% |
+42
| New | +$5.17K |
|
177
Cummins
CMI
$55.1B
| $4.85K | ﹤0.01% |
+20
| New | +$4.85K |
|
178
Danaher
DHR
$143B
| $4.78K | ﹤0.01% |
+20
| New | +$4.78K |
|
179
Dorman Products
DORM
$5B
| $4.77K | ﹤0.01% |
+59
| New | +$4.77K |
|
180
NorthWestern Energy
NWE
$3.56B
| $4.75K | ﹤0.01% |
+80
| New | +$4.75K |
|
181
HP
HPQ
$27.4B
| $4.73K | ﹤0.01% |
+176
| New | +$4.73K |
|
182
ROBO Global Robotics & Automation Index ETF
ROBO
$1.11B
| $4.71K | ﹤0.01% |
+102
| New | +$4.71K |
|
183
Dimensional Global Real Estate ETF
DFGR
$2.69B
| $4.63K | ﹤0.01% |
+190
| New | +$4.63K |
|
184
Regions Financial
RF
$24.1B
| $4.44K | ﹤0.01% |
+206
| New | +$4.44K |
|
185
Eastman Chemical
EMN
$7.93B
| $4.23K | ﹤0.01% |
+52
| New | +$4.23K |
|
|
WBA
186
DELISTED
Walgreens Boots Alliance
WBA
| $4.18K | ﹤0.01% |
+112
| New | +$4.18K |
|
187
Toyota
TM
$260B
| $3.96K | ﹤0.01% |
+29
| New | +$3.96K |
|
188
Semtech
SMTC
$5.26B
| $3.96K | ﹤0.01% |
+138
| New | +$3.96K |
|
189
Yelp
YELP
$2.02B
| $3.91K | ﹤0.01% |
+143
| New | +$3.91K |
|
190
3M
MMM
$82.7B
| $3.72K | ﹤0.01% |
+37
| New | +$3.72K |
|
191
Constellation Energy
CEG
$94.2B
| $3.62K | ﹤0.01% |
+42
| New | +$3.62K |
|
192
iShares Global Infrastructure ETF
IGF
$7.99B
| $3.58K | ﹤0.01% |
+78
| New | +$3.58K |
|
193
CSX Corp
CSX
$60.6B
| $3.44K | ﹤0.01% |
+111
| New | +$3.44K |
|
194
iShares US Equity Factor ETF
LRGF
$2.84B
| $3.31K | ﹤0.01% |
+85
| New | +$3.31K |
|
195
Boston Beer
SAM
$2.47B
| $3.3K | ﹤0.01% |
+10
| New | +$3.3K |
|
196
iShares Global Clean Energy ETF
ICLN
$1.59B
| $3.14K | ﹤0.01% |
+158
| New | +$3.14K |
|
197
DTE Energy
DTE
$28.4B
| $3.06K | ﹤0.01% |
+26
| New | +$3.06K |
|
|
ORLA
198
Orla Mining
ORLA
$3.82B
| $2.89K | ﹤0.01% |
+715
| New | +$2.89K |
|
199
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $2.84K | ﹤0.01% |
+1
| New | +$2.84K |
|
200
Hewlett Packard
HPE
$31B
| $2.81K | ﹤0.01% |
+176
| New | +$2.81K |
|