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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.2K ﹤0.01%
118
177
$7.16K ﹤0.01%
43
178
$6.95K ﹤0.01%
109
179
$6.94K ﹤0.01%
64
180
$6.87K ﹤0.01%
83
181
$6.75K ﹤0.01%
50
182
$6.7K ﹤0.01%
37
183
$6.57K ﹤0.01%
312
184
$6.11K ﹤0.01%
158
185
$6.06K ﹤0.01%
79
-22
186
$5.57K ﹤0.01%
102
187
$5.33K ﹤0.01%
133
188
$5.32K ﹤0.01%
127
189
$5.17K ﹤0.01%
176
190
$5.09K ﹤0.01%
59
191
$5.01K ﹤0.01%
+69
192
$4.94K ﹤0.01%
127
-121
193
$4.89K ﹤0.01%
+131
194
$4.78K ﹤0.01%
20
195
$4.62K ﹤0.01%
+171
196
$4.54K ﹤0.01%
20
197
$4.39K ﹤0.01%
143
198
$4.38K ﹤0.01%
52
199
$4.11K ﹤0.01%
29
200
$3.85K ﹤0.01%
93
+8
6 7
8
9 10