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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.41K ﹤0.01%
+17
177
$4.29K ﹤0.01%
+19
178
$4.16K ﹤0.01%
18
-2
179
$4.12K ﹤0.01%
246
180
$4.06K ﹤0.01%
+5
181
$4.02K ﹤0.01%
22
-224
182
$4K ﹤0.01%
+19
183
$3.99K ﹤0.01%
206
184
$3.98K ﹤0.01%
40
+4
185
$3.85K ﹤0.01%
111
186
$3.56K ﹤0.01%
+13
187
$3.5K ﹤0.01%
69
+25
188
$3.49K ﹤0.01%
74
+39
189
$3.46K ﹤0.01%
10
190
$3.37K ﹤0.01%
40
191
$3.35K ﹤0.01%
56
+55
192
$3.31K ﹤0.01%
+4
193
$3.21K ﹤0.01%
16
194
$3.12K ﹤0.01%
+32
195
$3.05K ﹤0.01%
+37
196
$2.99K ﹤0.01%
176
197
$2.94K ﹤0.01%
100
198
$2.87K ﹤0.01%
26
199
$2.85K ﹤0.01%
+47
200
$2.64K ﹤0.01%
62
-1
6 7
8
9 10