WRPWM

Werba Rubin Papier Wealth Management Portfolio holdings

AUM $619M
1-Year Est. Return 15.13%
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$68K 0.03%
+30,902
102
$41.7K 0.02%
+15,316
103
$25K 0.01%
+100
104
$16.7K 0.01%
+10,930