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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.82K ﹤0.01%
+58
202
$7.77K ﹤0.01%
87
+18
203
$7.72K ﹤0.01%
+24
204
$7.68K ﹤0.01%
163
205
$7.65K ﹤0.01%
86
-4
206
$7.55K ﹤0.01%
97
+73
207
$7.54K ﹤0.01%
+61
208
$7.4K ﹤0.01%
+41
209
$7.38K ﹤0.01%
+54
210
$7.3K ﹤0.01%
+45
211
$7.28K ﹤0.01%
62
212
$7.27K ﹤0.01%
2,100
213
$7.24K ﹤0.01%
+86
214
$7.15K ﹤0.01%
+41
215
$7.14K ﹤0.01%
+12
216
$7.06K ﹤0.01%
133
217
$6.95K ﹤0.01%
57
218
$6.92K ﹤0.01%
61
219
$6.87K ﹤0.01%
63
220
$6.87K ﹤0.01%
+43
221
$6.82K ﹤0.01%
+26
222
$6.8K ﹤0.01%
+143
223
$6.79K ﹤0.01%
164
+8
224
$6.76K ﹤0.01%
+30
225
$6.72K ﹤0.01%
63
7 8
9
10 11