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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.9M 32.09%
1,960,188
+161,453
2
$14.3M 9.21%
427,987
-8,070
3
$12M 7.68%
269,213
+1,293
4
$11.8M 7.57%
277,371
+41,328
5
$8.89M 5.71%
199,724
+3,587
6
$8.41M 5.4%
364,635
+28,334
7
$6.76M 4.34%
209,669
+2,373
8
$4.87M 3.13%
92,371
-1,075
9
$4.74M 3.04%
196,810
+24,609
10
$3.4M 2.18%
69,441
+17,688
11
$3.29M 2.12%
19,971
-150
12
$2.47M 1.58%
104,505
+12,316
13
$2.45M 1.57%
52,405
+1,294
14
$2.17M 1.39%
101,026
+5,900
15
$1.89M 1.21%
26,672
+262
16
$1.42M 0.91%
15,415
+3
17
$1.28M 0.82%
53,727
+1,145
18
$760K 0.49%
15,434
+9,269
19
$714K 0.46%
1,744
-23
20
$679K 0.44%
2,300
-45
21
$575K 0.37%
7,786
+1,190
22
$523K 0.34%
22,710
+1,895
23
$509K 0.33%
22,143
+230
24
$504K 0.32%
8,601
+24
25
$499K 0.32%
1,731
-78
1
2 3 4 5