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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.6M 32.69%
2,048,128
+87,940
2
$14.1M 8.27%
407,867
-20,120
3
$13.2M 7.78%
317,197
+39,826
4
$12.7M 7.48%
264,327
-4,886
5
$9.45M 5.56%
405,473
+40,838
6
$9.2M 5.41%
198,387
-1,337
7
$7.25M 4.26%
220,554
+10,885
8
$5.31M 3.12%
218,918
+22,108
9
$4.92M 2.89%
89,739
-2,632
10
$3.87M 2.28%
19,961
-10
11
$3.87M 2.28%
79,184
+9,743
12
$3.49M 2.05%
75,233
+22,828
13
$2.97M 1.74%
123,326
+18,821
14
$2.64M 1.55%
122,833
+21,807
15
$2.49M 1.47%
33,148
+6,476
16
$1.49M 0.88%
15,402
-13
17
$1.31M 0.77%
55,572
+1,845
18
$1.11M 0.65%
19,210
+10,609
19
$774K 0.45%
1,745
+1
20
$767K 0.45%
15,595
+161
21
$709K 0.42%
2,283
-17
22
$626K 0.37%
27,417
+5,274
23
$590K 0.35%
1,731
24
$572K 0.34%
7,865
+79
25
$542K 0.32%
7,174
+1,659
1
2 3 4 5