WRPWM
Werba Rubin Papier Wealth Management Portfolio holdings
AUM
$619M
1-Year Est. Return
15.13%
1 Year Est. Return
+15.13%
AUM
$619M
AUM Growth
+$86.9M
(+16%)
Holding
256
Top Buys
| 1 | +$18.2M | |
| 2 | +$9.31M | |
| 3 | +$7.56M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$3.71M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$3.1M |
Top Sells
| 1 | +$2.29M | |
| 2 | +$1.74M | |
| 3 | +$1.33M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.24M |
| 5 |
Porch Group
PRCH
|
+$940K |
Sector Composition
| 1 | Technology | 12.75% |
| 2 | Financials | 2.44% |
| 3 | Communication Services | 2.16% |
| 4 | Healthcare | 1.91% |
| 5 | Consumer Discretionary | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Intel
INTC
$193B
| – | – |
-16,345
|
|
||
252
iShares Russell 1000 Value ETF
IWD
$67.7B
| – | – |
-1,218
|
|
||
253
iShares Short Maturity Bond ETF
NEAR
$3.77B
| – | – |
-16,964
|
|
||
254
Philip Morris
PM
$245B
| – | – |
-1,145
|
|
||
255
ProShares UltraShort QQQ
QID
$285M
| – | – |
-8,500
|
|
||
256
Republic Services
RSG
$67.2B
| – | – |
-895
|
|