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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.58K ﹤0.01%
26
177
$2.57K ﹤0.01%
63
+62
178
$2.55K ﹤0.01%
715
179
$2.55K ﹤0.01%
54
-9
180
$2.19K ﹤0.01%
24
-274
181
$2.08K ﹤0.01%
44
182
$2.03K ﹤0.01%
67
+1
183
$1.99K ﹤0.01%
21
184
$1.98K ﹤0.01%
16
185
$1.98K ﹤0.01%
193
186
$1.86K ﹤0.01%
18
187
$1.74K ﹤0.01%
68
188
$1.56K ﹤0.01%
28
189
$1.55K ﹤0.01%
87
-3
190
$1.54K ﹤0.01%
35
+34
191
$1.48K ﹤0.01%
22
192
$1.43K ﹤0.01%
5
193
$1.43K ﹤0.01%
21
194
$1.42K ﹤0.01%
46
195
$1.37K ﹤0.01%
100
196
$1.26K ﹤0.01%
28
197
$1.11K ﹤0.01%
86
198
$1.11K ﹤0.01%
27
199
$1.04K ﹤0.01%
21
200
$912 ﹤0.01%
18
+1
6 7
8
9 10