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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.9M 30.67%
2,281,784
+53,348
2
$17.4M 7.3%
424,484
-5,447
3
$15.3M 6.44%
364,965
-46,615
4
$14.9M 6.27%
261,408
-5,891
5
$12.2M 5.14%
224,600
-600
6
$11.8M 4.96%
462,961
+3,569
7
$11.1M 4.67%
235,741
+92,000
8
$9.87M 4.15%
268,464
+10,810
9
$8.15M 3.43%
304,514
+16,689
10
$6.8M 2.86%
127,341
+104,977
11
$6.46M 2.72%
103,678
+1,611
12
$5.08M 2.14%
199,232
+18,702
13
$4.95M 2.08%
100,595
-7,411
14
$3.97M 1.67%
177,662
+167
15
$3.76M 1.58%
125,438
+13,762
16
$3.44M 1.45%
20,036
+62
17
$2.43M 1.02%
27,100
-3,515
18
$2.33M 0.98%
85,837
+9,629
19
$1.95M 0.82%
38,602
+15,646
20
$1.72M 0.72%
15,579
-29
21
$1.12M 0.47%
44,566
+5,288
22
$988K 0.42%
3,800
+2,516
23
$900K 0.38%
2,345
+61
24
$860K 0.36%
11,838
-472
25
$851K 0.36%
9,846
+70
1
2 3 4 5