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
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GD icon
176
General Dynamics
GD
$94.4B
$8.99K ﹤0.01%
33
IBIT icon
177
iShares Bitcoin Trust
IBIT
$81.1B
$8.89K ﹤0.01%
190
CEG icon
178
Constellation Energy
CEG
$113B
$8.87K ﹤0.01%
44
AFL icon
179
Aflac
AFL
$59.5B
$8.67K ﹤0.01%
78
TROW icon
180
T. Rowe Price
TROW
$22.5B
$7.99K ﹤0.01%
87
EES icon
181
WisdomTree US SmallCap Earnings Fund
EES
$626M
$7.96K ﹤0.01%
163
IQV icon
182
IQVIA
IQV
$36.3B
$7.93K ﹤0.01%
45
EMB icon
183
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$7.71K ﹤0.01%
85
-18
STZ icon
184
Constellation Brands
STZ
$22.5B
$7.71K ﹤0.01%
42
ADBE icon
185
Adobe
ADBE
$138B
$7.67K ﹤0.01%
20
PGR icon
186
Progressive
PGR
$128B
$7.64K ﹤0.01%
27
RSG icon
187
Republic Services
RSG
$63.2B
$7.51K ﹤0.01%
31
XLI icon
188
Industrial Select Sector SPDR Fund
XLI
$23.8B
$7.47K ﹤0.01%
57
SJM icon
189
J.M. Smucker
SJM
$11.4B
$7.46K ﹤0.01%
63
IJJ icon
190
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.93B
$7.3K ﹤0.01%
61
VSS icon
191
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.84B
$7.12K ﹤0.01%
62
CSX icon
192
CSX Corp
CSX
$65.4B
$7.03K ﹤0.01%
239
SPSM icon
193
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$6.98K ﹤0.01%
171
-1
STIP icon
194
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$6.93K ﹤0.01%
67
+1
AVDE icon
195
Avantis International Equity ETF
AVDE
$9.71B
$6.75K ﹤0.01%
102
+2
IJR icon
196
iShares Core S&P Small-Cap ETF
IJR
$85.9B
$6.59K ﹤0.01%
63
CBRE icon
197
CBRE Group
CBRE
$45.2B
$6.41K ﹤0.01%
49
FBTC icon
198
Fidelity Wise Origin Bitcoin Fund
FBTC
$14B
$6.41K ﹤0.01%
+89
NG icon
199
NovaGold Resources
NG
$3.5B
$6.13K ﹤0.01%
2,100
DHI icon
200
D.R. Horton
DHI
$42.6B
$5.97K ﹤0.01%
47