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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.77K ﹤0.01%
127
202
$4.54K ﹤0.01%
10
203
$4.5K ﹤0.01%
18
204
$4.42K ﹤0.01%
111
+83
205
$4.41K ﹤0.01%
+271
206
$4.33K ﹤0.01%
206
207
$4.33K ﹤0.01%
246
208
$4.29K ﹤0.01%
43
+3
209
$4.24K ﹤0.01%
+35
210
$4.17K ﹤0.01%
5
211
$4.12K ﹤0.01%
111
212
$4.11K ﹤0.01%
81
+59
213
$4.07K ﹤0.01%
4
214
$4.05K ﹤0.01%
19
215
$3.63K ﹤0.01%
32
216
$3.54K ﹤0.01%
56
217
$3.23K ﹤0.01%
37
218
$3.12K ﹤0.01%
176
219
$3.07K ﹤0.01%
100
220
$3.04K ﹤0.01%
10
221
$3K ﹤0.01%
47
222
$2.92K ﹤0.01%
26
223
$2.6K ﹤0.01%
43
224
$2.51K ﹤0.01%
56
-6
225
$2.33K ﹤0.01%
72
+4
7 8
9
10 11