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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.82K ﹤0.01%
206
202
$3.47K ﹤0.01%
73
+72
203
$3.4K ﹤0.01%
715
204
$3.35K ﹤0.01%
+323
205
$3.32K ﹤0.01%
111
206
$3.3K ﹤0.01%
42
207
$3.29K ﹤0.01%
10
208
$3.23K ﹤0.01%
32
+31
209
$3.13K ﹤0.01%
158
210
$2.85K ﹤0.01%
16
211
$2.85K ﹤0.01%
26
212
$2.84K ﹤0.01%
57
213
$2.81K ﹤0.01%
44
214
$2.8K ﹤0.01%
176
215
$2.5K ﹤0.01%
22
216
$2.5K ﹤0.01%
100
217
$2.4K ﹤0.01%
+241
218
$2.34K ﹤0.01%
16
219
$2.22K ﹤0.01%
22
+21
220
$2.12K ﹤0.01%
23
221
$2.06K ﹤0.01%
193
222
$2.05K ﹤0.01%
35
-224
223
$2K ﹤0.01%
+63
224
$1.92K ﹤0.01%
86
225
$1.81K ﹤0.01%
73
7 8
9
10 11