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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55M 31.5%
2,097,948
+49,820
2
$14.8M 8.46%
365,912
+48,715
3
$14.5M 8.3%
425,783
+17,916
4
$12.2M 6.99%
262,190
-2,137
5
$10.1M 5.78%
447,992
+42,519
6
$9.64M 5.52%
210,977
+12,590
7
$7.87M 4.51%
241,116
+20,562
8
$5.32M 3.05%
227,704
+8,786
9
$4.97M 2.85%
94,779
+5,040
10
$4.59M 2.63%
95,959
+16,775
11
$3.81M 2.18%
82,201
+6,968
12
$3.42M 1.96%
19,968
+7
13
$3.25M 1.86%
139,409
+16,083
14
$2.88M 1.65%
147,460
+24,627
15
$2.32M 1.33%
31,690
-1,458
16
$1.44M 0.83%
15,497
+95
17
$1.44M 0.83%
60,572
+5,000
18
$1.16M 0.67%
20,160
+950
19
$868K 0.5%
35,001
+20,995
20
$776K 0.44%
15,775
+180
21
$744K 0.43%
1,740
-5
22
$712K 0.41%
32,443
+5,026
23
$690K 0.4%
2,284
+1
24
$575K 0.33%
8,242
+377
25
$566K 0.32%
1,791
+60
1
2 3 4 5