RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.92K ﹤0.01%
19
202
$5.88K ﹤0.01%
60
203
$5.86K ﹤0.01%
24
204
$5.85K ﹤0.01%
127
205
$5.81K ﹤0.01%
112
+1
206
$5.74K ﹤0.01%
19
207
$5.46K ﹤0.01%
22
208
$5.38K ﹤0.01%
133
209
$4.94K ﹤0.01%
5
210
$4.91K ﹤0.01%
226
211
$4.89K ﹤0.01%
18
212
$4.87K ﹤0.01%
176
213
$4.83K ﹤0.01%
159
214
$4.79K ﹤0.01%
33
215
$4.73K ﹤0.01%
5
216
$4.68K ﹤0.01%
29
217
$4.64K ﹤0.01%
133
218
$4.58K ﹤0.01%
52
219
$4.56K ﹤0.01%
22
220
$4.55K ﹤0.01%
10
221
$4.51K ﹤0.01%
35
222
$4.44K ﹤0.01%
312
223
$4.36K ﹤0.01%
60
224
$4.3K ﹤0.01%
27
225
$4.17K ﹤0.01%
15
7 8
9
10 11