RWM

Ruedi Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 14.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.29M
3
+$930K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$867K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$400K

Top Sells

1
+$1.76M
2
+$1.28M
3
+$591K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$328K
5
ERIC icon
Ericsson
ERIC
+$162K

Sector Composition

1 Technology 1.6%
2 Communication Services 0.33%
3 Consumer Discretionary 0.27%
4 Energy 0.19%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.4M 23.34%
2,161,868
+10,727
2
$46.9M 13.14%
844,711
+23,555
3
$46.8M 13.1%
971,096
+41,532
4
$20M 5.59%
275,547
-4,715
5
$15.9M 4.45%
506,012
-1,024
6
$15.7M 4.39%
350,596
-2,192
7
$14M 3.92%
303,303
-1,647
8
$13.4M 3.75%
408,719
+27,168
9
$12.7M 3.55%
218,041
+658
10
$9.04M 2.53%
281,869
+12,420
11
$7.44M 2.08%
226,191
-70
12
$7.31M 2.05%
106,838
+337
13
$7.3M 2.04%
143,753
+18,306
14
$4.77M 1.34%
18,728
-69
15
$4.6M 1.29%
107,686
-13,927
16
$4.6M 1.29%
92,912
-705
17
$3.98M 1.11%
166,944
+990
18
$3.95M 1.1%
110,578
-2,248
19
$3.91M 1.1%
35,986
+380
20
$3.9M 1.09%
142,903
+9,367
21
$3.37M 0.94%
46,672
+1,371
22
$2.3M 0.64%
72,094
+4,169
23
$2.09M 0.58%
65,983
+443
24
$2.04M 0.57%
28,513
25
$1.23M 0.34%
16,373
1
2 3