RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.92K | 0% | 19 | – | – | |||
| $5.89K | 0% | 60 | – | – | |||
| $5.86K | 0% | 24 | – | – | |||
| $5.85K | 0% | 127 | – | – | |||
| $5.81K | 0% | 112 +1 | +0.9% | +$52 | |||
| $5.74K | 0% | 19 | – | – | |||
| $5.46K | 0% | 22 | – | – | |||
| $5.38K | 0% | 133 | – | – | |||
| $4.94K | 0% | 5 | – | – | |||
| $4.91K | 0% | 226 | – | – | |||
| $4.89K | 0% | 18 | – | – | |||
| $4.87K | 0% | 176 | – | – | |||
| $4.83K | 0% | 159 | – | – | |||
| $4.79K | 0% | 33 | – | – | |||
| $4.73K | 0% | 5 | – | – | |||
| $4.68K | 0% | 29 | – | – | |||
| $4.64K | 0% | 133 | – | – | |||
| $4.58K | 0% | 52 | – | – | |||
| $4.56K | 0% | 22 | – | – | |||
| $4.55K | 0% | 10 | – | – | |||
| $4.51K | 0% | 35 | – | – | |||
| $4.44K | 0% | 312 | – | – | |||
| $4.36K | 0% | 60 | – | – | |||
| $4.3K | 0% | 27 | – | – | |||
| $4.17K | 0% | 15 | – | – |
