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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.9M 25.36%
2,154,170
-66,628
2
$28.5M 9.78%
597,050
+230,951
3
$26.4M 9.05%
478,402
+194,475
4
$17M 5.85%
274,074
+2,694
5
$15.5M 5.32%
371,893
-27,338
6
$13M 4.48%
234,501
+1,922
7
$12.4M 4.25%
457,975
-10,509
8
$12.1M 4.14%
316,813
+8,915
9
$10.5M 3.59%
242,003
-45,759
10
$9.92M 3.41%
352,635
+29,743
11
$7.77M 2.67%
252,259
+46,175
12
$7.57M 2.6%
116,676
+2,827
13
$7.13M 2.45%
253,362
+23,885
14
$5.75M 1.97%
113,177
+58,938
15
$4.62M 1.59%
19,827
-436
16
$4.62M 1.58%
91,797
-7,184
17
$4.43M 1.52%
172,811
-12,423
18
$3.35M 1.15%
115,198
+9,484
19
$2.88M 0.99%
99,951
+45,209
20
$1.85M 0.64%
69,015
+8,601
21
$1.57M 0.54%
16,511
-6,861
22
$956K 0.33%
2,361
-11
23
$912K 0.31%
1,590
+1
24
$869K 0.3%
11,564
+172
25
$829K 0.28%
16,607
+211
1
2 3 4 5