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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.48K ﹤0.01%
87
177
$9.15K ﹤0.01%
91
178
$9.07K ﹤0.01%
44
-22
179
$8.98K ﹤0.01%
200
-19
180
$8.97K ﹤0.01%
47
-47
181
$8.72K ﹤0.01%
78
-9
182
$8.7K ﹤0.01%
148
-16
183
$8.61K ﹤0.01%
2,100
184
$8.6K ﹤0.01%
163
185
$8.35K ﹤0.01%
89
+3
186
$8.25K ﹤0.01%
239
-127
187
$7.86K ﹤0.01%
173
+9
188
$7.84K ﹤0.01%
62
189
$7.72K ﹤0.01%
57
190
$7.63K ﹤0.01%
63
191
$7.54K ﹤0.01%
61
192
$7.37K ﹤0.01%
63
193
$7.34K ﹤0.01%
334
-88
194
$7.27K ﹤0.01%
133
195
$6.85K ﹤0.01%
27
-29
196
$6.67K ﹤0.01%
33
-33
197
$6.37K ﹤0.01%
63
+12
198
$6.31K ﹤0.01%
176
-11
199
$6.23K ﹤0.01%
31
-31
200
$6.12K ﹤0.01%
19
-11
6 7
8
9 10