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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.7K ﹤0.01%
109
+57
177
$10.5K ﹤0.01%
264
178
$10.3K ﹤0.01%
202
+1
179
$10.2K ﹤0.01%
+75
180
$10.1K ﹤0.01%
272
181
$10.1K ﹤0.01%
+48
182
$10K ﹤0.01%
87
183
$9.94K ﹤0.01%
47
+2
184
$9.7K ﹤0.01%
44
185
$9.65K ﹤0.01%
+49
186
$9.37K ﹤0.01%
30
+11
187
$9.33K ﹤0.01%
+140
188
$9.21K ﹤0.01%
46
+4
189
$9.19K ﹤0.01%
159
190
$9.12K ﹤0.01%
91
-13
191
$9.03K ﹤0.01%
+44
192
$9.03K ﹤0.01%
219
+21
193
$8.92K ﹤0.01%
174
+9
194
$8.85K ﹤0.01%
164
+31
195
$8.73K ﹤0.01%
+98
196
$8.44K ﹤0.01%
119
197
$8.39K ﹤0.01%
71
198
$8.15K ﹤0.01%
+9
199
$8.06K ﹤0.01%
422
+176
200
$8.02K ﹤0.01%
+53
6 7
8
9 10