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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.79K ﹤0.01%
+16
202
$2.66K ﹤0.01%
+57
203
$2.57K ﹤0.01%
+44
204
$2.44K ﹤0.01%
+16
205
$2.42K ﹤0.01%
+100
206
$2.4K ﹤0.01%
+193
207
$2.09K ﹤0.01%
+23
208
$2.08K ﹤0.01%
+22
209
$2.06K ﹤0.01%
+25
210
$1.69K ﹤0.01%
+73
211
$1.66K ﹤0.01%
+5
212
$1.61K ﹤0.01%
+1
213
$1.53K ﹤0.01%
+28
214
$1.45K ﹤0.01%
+86
215
$1.27K ﹤0.01%
+56
216
$1.12K ﹤0.01%
+50
217
$1.05K ﹤0.01%
+46
218
$1.01K ﹤0.01%
+107
219
$978 ﹤0.01%
+15
220
$942 ﹤0.01%
+28
221
$835 ﹤0.01%
+75
222
$809 ﹤0.01%
+33
223
$718 ﹤0.01%
+13
224
$681 ﹤0.01%
+1
225
$655 ﹤0.01%
+46
6 7 8
9
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