RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
This Quarter Return
+9.41%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.62%
Holding
241
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$44.9M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$14.6M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$11.1M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$9.8M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$8.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Consumer Discretionary | 0.69% |
| 3 | Consumer Staples | 0.57% |
| 4 | Financials | 0.57% |
| 5 | Industrials | 0.47% |
