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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.32K ﹤0.01%
46
202
$1.17K ﹤0.01%
+27
203
$1.07K ﹤0.01%
21
204
$1.01K ﹤0.01%
15
205
$913 ﹤0.01%
+6
206
$829 ﹤0.01%
17
+2
207
$749 ﹤0.01%
75
208
$740 ﹤0.01%
59
-48
209
$733 ﹤0.01%
+12
210
$706 ﹤0.01%
46
211
$697 ﹤0.01%
20
212
$644 ﹤0.01%
13
213
$574 ﹤0.01%
21
214
$558 ﹤0.01%
25
215
$382 ﹤0.01%
20
216
$229 ﹤0.01%
11
217
$226 ﹤0.01%
2
218
$219 ﹤0.01%
2
219
$166 ﹤0.01%
3
-2
220
$162 ﹤0.01%
1
221
$99 ﹤0.01%
2
+1
222
– –
0
223
$36 ﹤0.01%
1
224
$21 ﹤0.01%
1
225
– –
0
7 8
9
10 11