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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.6M 28.19%
2,220,798
-60,986
2
$17.2M 6.78%
366,099
+130,358
3
$16M 6.29%
271,380
+9,972
4
$15.7M 6.17%
399,231
-25,253
5
$15M 5.92%
283,927
+156,586
6
$12.1M 4.75%
232,579
+7,979
7
$12M 4.71%
287,762
-77,203
8
$11.9M 4.69%
468,484
+5,523
9
$11.1M 4.36%
307,898
+39,434
10
$8.49M 3.34%
322,892
+18,378
11
$6.84M 2.69%
113,849
+10,171
12
$6.13M 2.42%
229,477
+30,245
13
$5.96M 2.35%
206,084
+80,646
14
$4.82M 1.9%
98,981
-1,614
15
$4.27M 1.68%
20,263
+227
16
$4.09M 1.61%
185,234
+7,572
17
$2.84M 1.12%
105,714
+19,877
18
$2.75M 1.08%
54,239
+15,637
19
$2.11M 0.83%
23,372
-3,728
20
$1.49M 0.59%
60,414
+15,848
21
$1.37M 0.54%
54,742
+26,328
22
$890K 0.35%
1,991
+84
23
$865K 0.34%
1,589
-1
24
$821K 0.32%
11,392
-446
25
$817K 0.32%
2,372
+27
1
2 3 4 5