Portfolio Holdings & Fund Performance - Werba Rubin Papier Wealth Management

List of top 200 securities held by Werba Rubin Papier Wealth Management:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-01-31 18:22:39
Total Holdings: 190
Assets Under Management (AUM) :
$419,534,304 ($419.53M)
Reporting Manager: Aryn Sands
Address:

1732 N 1ST STREET
SUITE 220
SAN JOSE, CA 95112

Since : total money flow = , gains and losses =
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