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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.1K ﹤0.01%
44
177
$3.08K ﹤0.01%
10
178
$3K ﹤0.01%
715
179
$3K ﹤0.01%
16
180
$2.97K ﹤0.01%
63
-10
181
$2.96K ﹤0.01%
176
182
$2.86K ﹤0.01%
26
183
$2.58K ﹤0.01%
26
+4
184
$2.52K ﹤0.01%
100
185
$2.36K ﹤0.01%
193
186
$2.28K ﹤0.01%
16
187
$2.16K ﹤0.01%
+44
188
$2.08K ﹤0.01%
66
+3
189
$2.08K ﹤0.01%
21
+20
190
$2.05K ﹤0.01%
22
191
$1.96K ﹤0.01%
+18
192
$1.88K ﹤0.01%
+100
193
$1.77K ﹤0.01%
90
+86
194
$1.74K ﹤0.01%
68
-5
195
$1.71K ﹤0.01%
21
196
$1.58K ﹤0.01%
28
197
$1.5K ﹤0.01%
28
198
$1.45K ﹤0.01%
22
+18
199
$1.4K ﹤0.01%
5
200
$1.37K ﹤0.01%
86
6 7
8
9 10