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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.1K ﹤0.01%
49
-49
202
$5.97K ﹤0.01%
18
-19
203
$5.9K ﹤0.01%
133
-19
204
$5.85K ﹤0.01%
60
-37
205
$5.82K ﹤0.01%
52
-57
206
$5.77K ﹤0.01%
22
-2
207
$5.57K ﹤0.01%
159
-11
208
$5.48K ﹤0.01%
19
-6
209
$5.4K ﹤0.01%
106
+21
210
$5.38K ﹤0.01%
135
211
$5.35K ﹤0.01%
24
-24
212
$5.27K ﹤0.01%
226
-20
213
$5.19K ﹤0.01%
5
214
$5.19K ﹤0.01%
37
215
$5.15K ﹤0.01%
127
-6
216
$5.1K ﹤0.01%
312
217
$5.01K ﹤0.01%
111
218
$4.99K ﹤0.01%
30
219
$4.9K ﹤0.01%
60
-60
220
$4.75K ﹤0.01%
5
221
$4.6K ﹤0.01%
10
222
$4.58K ﹤0.01%
29
-29
223
$4.52K ﹤0.01%
19
-1
224
$4.49K ﹤0.01%
35
225
$4.48K ﹤0.01%
67
+11
7 8
9
10 11