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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.1M 23.39%
2,142,194
-11,976
2
$41.3M 13.04%
880,955
+283,905
3
$39.7M 12.54%
752,181
+273,779
4
$18.2M 5.76%
286,057
+11,983
5
$14.8M 4.67%
361,376
-10,517
6
$14M 4.41%
251,203
+16,702
7
$12.3M 3.89%
347,160
+30,347
8
$11.8M 3.71%
472,925
+14,950
9
$9.92M 3.13%
383,834
+31,199
10
$8.81M 2.78%
293,228
+40,969
11
$8.11M 2.56%
124,562
+7,886
12
$7.4M 2.33%
282,433
+29,071
13
$6.61M 2.09%
160,196
-81,807
14
$6.16M 1.94%
121,701
+8,524
15
$4.95M 1.56%
19,768
-59
16
$4.55M 1.44%
92,772
+975
17
$3.87M 1.22%
166,468
-6,343
18
$3.5M 1.1%
131,625
+16,427
19
$3.26M 1.03%
127,550
+27,599
20
$2.01M 0.63%
81,858
+12,843
21
$1.59M 0.5%
16,441
-70
22
$919K 0.29%
2,362
+1
23
$895K 0.28%
1,526
-64
24
$844K 0.27%
11,740
+176
25
$806K 0.25%
1,913
+20
1
2 3 4 5