WRPWM
Werba Rubin Papier Wealth Management Portfolio holdings
AUM
$532M
This Quarter Return
+6.19%
1 Year Return
+13.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(+5%)
Cap. Flow
-$173K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
66.67%
Holding
120
New
16
Increased
40
Reduced
39
Closed
5
Top Buys
Top Sells
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$2.84M |
| 2 |
Avantis US Equity ETF
AVUS
|
$2.46M |
| 3 |
Avantis International Equity ETF
AVDE
|
$1.96M |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
$1.16M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$707K |
Sector Composition
| 1 | Technology | 13.73% |
| 2 | Financials | 1.32% |
| 3 | Consumer Discretionary | 1.1% |
| 4 | Communication Services | 0.93% |
| 5 | Healthcare | 0.91% |
