RWM

Ruedi Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$1.87M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.79M
5
AVNV icon
Avantis All International Markets Value ETF
AVNV
+$1.76M

Top Sells

1
+$2.77M
2
+$2.11M
3
+$1.88M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$971K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$828K

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.26%
3 Communication Services 0.26%
4 Energy 0.18%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.1M 22.87%
2,151,141
+21,925
2
$44.7M 13.27%
821,156
+34,893
3
$44.6M 13.24%
929,564
+37,593
4
$18.8M 5.57%
280,262
-8,641
5
$14.9M 4.43%
352,788
-1,882
6
$14.9M 4.42%
507,036
+44,101
7
$13.1M 3.87%
304,950
-51,830
8
$11.9M 3.52%
381,551
-10,309
9
$11.7M 3.48%
217,383
-37,002
10
$8M 2.37%
269,449
-20,583
11
$7.02M 2.08%
226,261
-93,516
12
$6.79M 2.01%
106,501
-16,194
13
$6.37M 1.89%
125,447
+2,404
14
$5.14M 1.52%
121,613
-19,861
15
$4.63M 1.38%
93,617
+6,912
16
$3.89M 1.16%
165,954
-12,603
17
$3.86M 1.14%
18,797
-490
18
$3.71M 1.1%
112,826
-22,420
19
$3.59M 1.06%
35,606
+22,553
20
$3.58M 1.06%
133,536
+7,384
21
$3.09M 0.92%
45,301
+43,492
22
$2M 0.59%
67,925
+53,545
23
$1.96M 0.58%
65,540
-16,958
24
$1.88M 0.56%
+28,513
25
$1.76M 0.52%
3,101
+3
1
2 3 4 5