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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.1M 30.73%
2,228,436
+130,488
2
$17.5M 8.23%
411,580
+45,668
3
$16M 7.55%
429,931
+4,148
4
$13.9M 6.54%
267,299
+5,109
5
$11.8M 5.56%
225,200
+14,223
6
$11.2M 5.29%
459,392
+11,400
7
$8.85M 4.18%
257,654
+16,538
8
$7.35M 3.47%
287,825
+60,121
9
$6.76M 3.19%
143,741
+61,540
10
$6.09M 2.87%
102,067
+7,288
11
$5.33M 2.52%
108,006
+12,047
12
$4.51M 2.13%
180,530
+41,121
13
$4.04M 1.9%
177,495
+30,035
14
$3.85M 1.81%
19,974
+6
15
$3.02M 1.43%
111,676
+76,675
16
$2.5M 1.18%
30,615
-1,075
17
$1.97M 0.93%
76,208
+15,636
18
$1.61M 0.76%
15,608
+111
19
$1.31M 0.62%
22,478
+2,318
20
$1.19M 0.56%
+22,364
21
$1.16M 0.55%
+22,956
22
$949K 0.45%
39,278
+6,835
23
$905K 0.43%
12,310
+4,068
24
$864K 0.41%
9,776
+4,089
25
$793K 0.37%
16,039
+264
1
2 3 4 5