WRPWM
Werba Rubin Papier Wealth Management Portfolio holdings
AUM
$532M
1-Year Return
13.45%
This Quarter Return
+10.09%
1 Year Return
+13.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$242M
AUM Growth
–
Cap. Flow
+$242M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.96%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.45% |
| 2 | Healthcare | 1.24% |
| 3 | Financials | 1.24% |
| 4 | Consumer Discretionary | 0.88% |
| 5 | Energy | 0.86% |
