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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.58K ﹤0.01%
22
202
$5.47K ﹤0.01%
60
203
$5.37K ﹤0.01%
111
204
$5.37K ﹤0.01%
33
205
$5.34K ﹤0.01%
133
206
$5.31K ﹤0.01%
226
207
$5.29K ﹤0.01%
133
208
$5.27K ﹤0.01%
5
209
$5.25K ﹤0.01%
19
210
$5.13K ﹤0.01%
5
211
$5.1K ﹤0.01%
24
212
$5.04K ﹤0.01%
29
213
$4.95K ﹤0.01%
19
214
$4.88K ﹤0.01%
159
215
$4.8K ﹤0.01%
10
216
$4.78K ﹤0.01%
127
217
$4.75K ﹤0.01%
52
218
$4.7K ﹤0.01%
37
219
$4.66K ﹤0.01%
30
220
$4.56K ﹤0.01%
43
221
$4.47K ﹤0.01%
35
222
$4.46K ﹤0.01%
312
223
$4.4K ﹤0.01%
27
-3
224
$4.38K ﹤0.01%
13
225
$4.34K ﹤0.01%
27
7 8
9
10 11