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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.84K ﹤0.01%
45
177
$8.83K ﹤0.01%
44
178
$8.79K ﹤0.01%
163
179
$8.7K ﹤0.01%
33
180
$8.43K ﹤0.01%
148
181
$8.07K ﹤0.01%
78
182
$8.04K ﹤0.01%
201
+1
183
$7.71K ﹤0.01%
172
-1
184
$7.71K ﹤0.01%
239
185
$7.62K ﹤0.01%
61
186
$7.6K ﹤0.01%
334
187
$7.51K ﹤0.01%
57
188
$7.26K ﹤0.01%
63
189
$7.05K ﹤0.01%
62
190
$6.99K ﹤0.01%
2,100
191
$6.94K ﹤0.01%
63
192
$6.6K ﹤0.01%
66
+3
193
$6.57K ﹤0.01%
47
194
$6.47K ﹤0.01%
27
195
$6.43K ﹤0.01%
49
196
$6.24K ﹤0.01%
31
197
$6.16K ﹤0.01%
100
+33
198
$5.97K ﹤0.01%
18
199
$5.74K ﹤0.01%
176
200
$5.68K ﹤0.01%
113
+7
6 7
8
9 10