RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.2M 21.98%
2,129,216
-12,978
2
$42.4M 13.26%
891,971
+11,016
3
$42M 13.15%
786,263
+34,082
4
$17.5M 5.47%
288,903
+2,846
5
$14.6M 4.57%
354,670
-6,706
6
$14M 4.39%
356,780
+9,620
7
$13.1M 4.1%
254,385
+3,182
8
$12.1M 3.8%
462,935
-9,990
9
$10.9M 3.41%
391,860
+8,026
10
$9.78M 3.06%
319,777
+26,549
11
$7.67M 2.4%
290,032
+7,599
12
$7.33M 2.29%
122,695
-1,867
13
$6.24M 1.95%
123,043
+1,342
14
$5.95M 1.86%
141,474
-18,722
15
$4.28M 1.34%
19,287
-481
16
$4.24M 1.33%
178,557
+12,089
17
$4.23M 1.32%
86,705
-6,067
18
$3.94M 1.23%
135,246
+3,621
19
$3.31M 1.04%
126,152
-1,398
20
$2.13M 0.67%
82,498
+640
21
$1.59M 0.5%
+3,098
22
$1.3M 0.41%
4,723
+3,652
23
$1.21M 0.38%
13,053
-3,388
24
$1.01M 0.32%
13,779
+2,039
25
$868K 0.27%
14,166
+2,932
1
2 3 4 5