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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.76K ﹤0.01%
42
177
$7.71K ﹤0.01%
133
178
$7.67K ﹤0.01%
133
179
$7.38K ﹤0.01%
42
180
$7.22K ﹤0.01%
61
181
$7.19K ﹤0.01%
62
-2
182
$7.18K ﹤0.01%
+57
183
$6.96K ﹤0.01%
63
184
$6.73K ﹤0.01%
+156
185
$6.62K ﹤0.01%
+135
186
$6.5K ﹤0.01%
14
187
$6.3K ﹤0.01%
2,100
188
$5.92K ﹤0.01%
69
189
$5.9K ﹤0.01%
22
190
$5.84K ﹤0.01%
158
191
$5.82K ﹤0.01%
312
192
$5.5K ﹤0.01%
37
193
$5.4K ﹤0.01%
19
194
$5.32K ﹤0.01%
176
195
$5.21K ﹤0.01%
52
196
$5.14K ﹤0.01%
133
197
$5.12K ﹤0.01%
33
-74
198
$4.92K ﹤0.01%
19
199
$4.8K ﹤0.01%
17
200
$4.8K ﹤0.01%
23
+1
6 7
8
9 10