RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
This Quarter Return
+5.93%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(+12%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
75.89%
Holding
276
New
31
Increased
72
Reduced
30
Closed
16
Top Buys
Top Sells
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$1.96M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$488K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$365K |
| 4 |
Dimensional US Equity ETF
DFUS
|
$336K |
| 5 |
Avantis US Equity ETF
AVUS
|
$315K |
Sector Composition
| 1 | Technology | 2.11% |
| 2 | Consumer Discretionary | 0.53% |
| 3 | Energy | 0.39% |
| 4 | Financials | 0.39% |
| 5 | Communication Services | 0.35% |
