RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
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

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

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
176
$8.99K ﹤0.01%
33
177
$8.89K ﹤0.01%
190
178
$8.87K ﹤0.01%
44
179
$8.67K ﹤0.01%
78
180
$7.99K ﹤0.01%
87
181
$7.96K ﹤0.01%
163
182
$7.93K ﹤0.01%
45
183
$7.71K ﹤0.01%
85
-18
184
$7.71K ﹤0.01%
42
185
$7.67K ﹤0.01%
20
186
$7.64K ﹤0.01%
27
187
$7.51K ﹤0.01%
31
188
$7.47K ﹤0.01%
57
189
$7.46K ﹤0.01%
63
190
$7.3K ﹤0.01%
61
191
$7.12K ﹤0.01%
62
192
$7.03K ﹤0.01%
239
193
$6.98K ﹤0.01%
171
-1
194
$6.93K ﹤0.01%
67
+1
195
$6.75K ﹤0.01%
102
+2
196
$6.59K ﹤0.01%
63
197
$6.41K ﹤0.01%
49
198
$6.41K ﹤0.01%
+89
199
$6.13K ﹤0.01%
2,100
200
$5.97K ﹤0.01%
47
6 7
8
9 10