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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.9M 31.66%
+1,798,735
2
$14.6M 10.3%
+436,057
3
$11.1M 7.86%
+267,920
4
$9.8M 6.91%
+236,043
5
$8.62M 6.08%
+196,137
6
$7.26M 5.12%
+336,301
7
$6.3M 4.45%
+207,296
8
$4.78M 3.37%
+93,446
9
$3.99M 2.82%
+172,201
10
$2.9M 2.05%
+51,753
11
$2.61M 1.84%
+20,121
12
$2.36M 1.66%
+51,111
13
$2.12M 1.49%
+92,189
14
$2.04M 1.44%
+95,126
15
$1.8M 1.27%
+26,410
16
$1.33M 0.94%
+15,412
17
$1.17M 0.82%
+52,582
18
$741K 0.52%
+2,345
19
$676K 0.48%
+1,767
20
$562K 0.4%
+6,596
21
$556K 0.39%
+20,815
22
$496K 0.35%
+8,577
23
$484K 0.34%
+9,671
24
$471K 0.33%
+21,913
25
$447K 0.32%
+4,844
1
2 3 4 5