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
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

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
AMGN icon
201
Amgen
AMGN
$174B
$5.92K ﹤0.01%
19
SBUX icon
202
Starbucks
SBUX
$96.2B
$5.88K ﹤0.01%
60
MMC icon
203
Marsh & McLennan
MMC
$87.3B
$5.86K ﹤0.01%
24
EXC icon
204
Exelon
EXC
$45.8B
$5.85K ﹤0.01%
127
YUMC icon
205
Yum China
YUMC
$16.2B
$5.81K ﹤0.01%
112
+1
CB icon
206
Chubb
CB
$113B
$5.74K ﹤0.01%
19
ITW icon
207
Illinois Tool Works
ITW
$70.9B
$5.46K ﹤0.01%
22
FE icon
208
FirstEnergy
FE
$26.6B
$5.38K ﹤0.01%
133
GWW icon
209
W.W. Grainger
GWW
$45.2B
$4.94K ﹤0.01%
5
RF icon
210
Regions Financial
RF
$22B
$4.91K ﹤0.01%
226
ETN icon
211
Eaton
ETN
$147B
$4.89K ﹤0.01%
18
HPQ icon
212
HP
HPQ
$23.6B
$4.87K ﹤0.01%
176
KHC icon
213
Kraft Heinz
KHC
$28.9B
$4.83K ﹤0.01%
159
AMAT icon
214
Applied Materials
AMAT
$187B
$4.79K ﹤0.01%
33
BLK icon
215
Blackrock
BLK
$168B
$4.73K ﹤0.01%
5
HLI icon
216
Houlihan Lokey
HLI
$12.7B
$4.68K ﹤0.01%
29
DOW icon
217
Dow Inc
DOW
$15.7B
$4.64K ﹤0.01%
133
EMN icon
218
Eastman Chemical
EMN
$7.02B
$4.58K ﹤0.01%
52
ALL icon
219
Allstate
ALL
$53.4B
$4.56K ﹤0.01%
22
FDS icon
220
Factset
FDS
$9.92B
$4.55K ﹤0.01%
10
VYM icon
221
Vanguard High Dividend Yield ETF
VYM
$65.3B
$4.51K ﹤0.01%
35
AMX icon
222
America Movil
AMX
$69.8B
$4.44K ﹤0.01%
312
LRCX icon
223
Lam Research
LRCX
$209B
$4.36K ﹤0.01%
60
VOE icon
224
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$4.3K ﹤0.01%
27
COR icon
225
Cencora
COR
$70.7B
$4.17K ﹤0.01%
15