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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
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 Change
in Stake 		Capital Flow
176
$5.17K ﹤0.01%
+42
177
$4.85K ﹤0.01%
+20
178
$4.78K ﹤0.01%
+20
179
$4.77K ﹤0.01%
+59
180
$4.75K ﹤0.01%
+80
181
$4.73K ﹤0.01%
+176
182
$4.71K ﹤0.01%
+102
183
$4.63K ﹤0.01%
+190
184
$4.44K ﹤0.01%
+206
185
$4.23K ﹤0.01%
+52
186
$4.18K ﹤0.01%
+112
187
$3.96K ﹤0.01%
+29
188
$3.96K ﹤0.01%
+138
189
$3.91K ﹤0.01%
+143
190
$3.72K ﹤0.01%
+37
191
$3.62K ﹤0.01%
+42
192
$3.58K ﹤0.01%
+78
193
$3.44K ﹤0.01%
+111
194
$3.31K ﹤0.01%
+85
195
$3.29K ﹤0.01%
+10
196
$3.14K ﹤0.01%
+158
197
$3.06K ﹤0.01%
+26
198
$2.89K ﹤0.01%
+715
199
$2.84K ﹤0.01%
+1
200
$2.81K ﹤0.01%
+176
6 7
8
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