WRP
Werba Rubin Papier Wealth Management Portfolio
Invests via Werba Rubin Papier Wealth Management | Managed by Werba Rubin Papier Wealth Management LLC
Invests via Werba Rubin Papier Wealth Management
Managed by Werba Rubin Papier Wealth Management LLC
Automatically Tracked
Company Profile
As a dedicated player in the financial advisory landscape, Werba Rubin Papier Wealth Management operates with a client-centric approach to wealth management. This firm specializes in comprehensive investment planning and tailored financial solutions aimed at both individual investors and institutions. By harnessing deep sector knowledge, it identifies opportunities that align clients' goals with market dynamics. The team consists of seasoned professionals whose collective expertise enables them to navigate complex economic environments while delivering customized strategies. Positioned for growth, they are committed to enhancing long-term value through strategic relationships and holistic service offerings.
As a dedicated player in the financial advisory landscape, Werba Rubin Papier Wealth Management operates with a client-centric approach to wealth management. This firm specializes in comprehensive investment planning and tailored financial solutions aimed at both individual investors and institutions. By harnessing deep sector knowledge, it identifies opportunities that align clients' goals with market dynamics. The team consists of seasoned professionals whose collective expertise enables them to navigate complex economic environments while delivering customized strategies. Positioned for growth, they are committed to enhancing long-term value through strategic relationships and holistic service offerings.
Investment Philosophy & Strategy
With a strategic emphasis on capital efficiency, Werba Rubin Papier Wealth Management aligns its investment strategies with evolving market conditions. The firm prioritizes sustainable growth by harnessing unique insights into sector trends while focusing on the intricacies of client needs. By leveraging diverse analytical frameworks and cultivating robust partnerships, it seeks to enhance both portfolio resilience and performance metrics. This dynamic approach positions the firm as an agile navigator in fluctuating markets, consistently striving for impactful outcomes across varying asset classes.
With a strategic emphasis on capital efficiency, Werba Rubin Papier Wealth Management aligns its investment strategies with evolving market conditions. The firm prioritizes sustainable growth by harnessing unique insights into sector trends while focusing on the intricacies of client needs. By leveraging diverse analytical frameworks and cultivating robust partnerships, it seeks to enhance both portfolio resilience and performance metrics. This dynamic approach positions the firm as an agile navigator in fluctuating markets, consistently striving for impactful outcomes across varying asset classes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
26.69%
Gain -0.01%
Monthly
0.76%
Yearly
9.5%
Drawdown
15.03%
$791.13M
Equity
Holdings
$791.13M
Investment
$678.74M
$212.13M
Profit -$61,835.74
Realized
$97.49M
Unrealized
$114.64M
Dividends
$28.93M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$61,835.74
Win %
77%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$61,835.74
Win %
77%
This Month
Compared to last month
Gain
-0.84%
Profit
-$6.72M
Win %
77%
This Year
Compared to last year
Gain
3.96%
Profit
$52.15M
Win %
75%
INTC Intel Corporation
+6.51%
+$78,291.68 
WDC Western Digital Corporation
+6.36%
+$76,732.86 
SVCO Silvaco Group, Inc.
+6.1%
+$88,256 
PRCH Porch Group Inc.
+5.76%
+$30,077.04 
KLAC KLA Corporation
+5.55%
+$43,070.69 
SNDK SanDisk Corporation
+5.24%
+$90,801.36 
AMD Advanced Micro Devices, Inc.
+4.73%
+$34,078.88 
GEV GE Vernova Inc.
+3.73%
+$19,373.63 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+3.59%
+$13,284.48 
TSN Tyson Foods Inc.
+3.22%
+$6,102.11 
KEYS Keysight Technologies, Inc.
+3.13%
+$31,632.75 
WPM Wheaton Precious Metals Corp.
+3.05%
+$5,799.84 
GDX VanEck Gold Miners ETF
+2.97%
+$23,792.99 
HPE Hewlett Packard Enterprise Company
+2.93%
+$37,773.64 
SCHW Charles Schwab Corporation
+2.71%
+$9,405.59 
AMAT Applied Materials, Inc.
+2.64%
+$21,155.27 
GS The Goldman Sachs Group, Inc.
+2.62%
+$17,811.26 
T AT&T Inc.
+2.52%
+$16,097.32 
VZ Verizon Communications Inc.
+2.49%
+$10,445.76 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$3,365.67 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.44%
+$6,351 
JPM JPMorgan Chase & Co.
+2.31%
+$48,831.49 
HCA HCA Healthcare Inc.
+2.29%
+$4,083.56 
USFD US Foods Holding Corp
+2.29%
+$5,536.41 
HPQ HP Inc.
+2.27%
+$8,360.8 
CMCSA Comcast Corp
+2.21%
+$6,676.41 
HSBC HSBC Holdings plc Sponsored ADR
+2.15%
+$9,556.95 
PICK iShares MSCI Global Metals & Mining Producers ETF
+2.04%
+$5,492.51 
PM Philip Morris International Inc.
+1.95%
+$6,477.55 
BITQ Bitwise Crypto Industry Innovators ETF
+1.86%
+$5,498.29 
KMI Kinder Morgan, Inc.
+1.85%
+$4,406.84 
TSLA Tesla, Inc.
+1.82%
+$40,120.08 
ING ING Groep N.V. Sponsored ADR
+1.79%
+$5,522.07 
STT State Street Corp
+1.69%
+$5,732.34 
MFG Mizuho Financial Group Inc. ADR
+1.68%
+$5,912.48 
UBS UBS Group AG
+1.62%
+$6,584.76 
WFC Wells Fargo & Company
+1.61%
+$5,711.02 
SOXX iShares Semiconductor ETF
+1.59%
+$33,253.8 
LIN Linde plc
+1.58%
+$3,357.69 
BAC Bank of America Corporation
+1.56%
+$11,287.5 
DE Deere & Company
+1.55%
+$8,495.21 
EXC Exelon Corporation
+1.54%
+$3,605.7 
BLK BlackRock, Inc.
+1.52%
+$3,330.72 
GLW Corning Incorporated
+1.5%
+$5,504.05 
AWK American Water Works Company, Inc.
+1.5%
+$3,630.72 
COF Capital One Financial Corporation
+1.48%
+$4,551.49 
CAT Caterpillar Inc.
+1.44%
+$16,809.07 
MAR Marriott International Inc. - Class A
+1.42%
+$3,627.3 
COP ConocoPhillips
+1.4%
+$7,981.74 
ADI Analog Devices, Inc.
+1.37%
+$12,344.48 
NEE NextEra Energy, Inc.
+1.35%
+$2,580.6 
TXN Texas Instruments Inc
+1.35%
+$6,560.62 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$7,212.26 
MQ Marqeta, Inc. Class A
+1.32%
+$24,655.9 
ABBV AbbVie Inc.
+1.32%
+$11,230.24 
O Realty Income Corporation
+1.31%
+$5,366.25 
IFRA iShares U.S. Infrastructure
+1.29%
+$11,871.31 
C Citigroup Inc.
+1.27%
+$8,449.73 
TEL TE Connectivity plc
+1.27%
+$2,716.55 
VLO Valero Energy Corporation
+1.2%
+$2,572.66 
WAB Wabtec Corporation
+1.19%
+$3,103.79 
LRCX Lam Research Corporation
+1.18%
+$53,148.93 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$5,614.2 
ENIC Enel Chile S.A.
+1.13%
+$866.95 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$4,036.37 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$4,387.5 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,194.8 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$36,311.5 
JNJ Johnson & Johnson
+1.07%
+$10,642.6 
MPC Marathon Petroleum Corporation
+1.06%
+$4,653.58 
PLD Prologis Inc.
+1.05%
+$2,811.72 
V Visa Inc. Class A
+1.05%
+$23,677.42 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$10,773 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$5,327.3 
AVSC Avantis U.S. Small Cap Equity ETF
+1.01%
+$15,024.31 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$66,568.6 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.99%
+$6,195.9 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,212.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$510,713.44 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$30,432.6 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.95%
+$6,357.05 
ALL Allstate Corporation
+0.94%
+$4,752.4 
VTV Vanguard Value ETF
+0.94%
+$228,636.82 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$5,445 
GWX SPDR S&P International Small Cap ETF
+0.93%
+$7,239.54 
VNQ Vanguard Real Estate ETF
+0.92%
+$8,602.2 
VFVA Vanguard U.S. Value Factor Fund
+0.91%
+$2,772.55 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$90,635.79 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$307,844.36 
IWM iShares Russell 2000 ETF
+0.87%
+$2,608.59 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$35,222.94 
MNST Monster Beverage Corporation
+0.87%
+$2,623.2 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$4,178.49 
PG Procter & Gamble Co
+0.86%
+$4,262.12 
ED Consolidated Edison, Inc.
+0.84%
+$2,048.4 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$14,759.44 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.82%
+$2,903.58 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,317.75 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$3,448 
GE General Electric Company
+0.76%
+$6,395.67 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$23,715 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$33,639 
PSX Phillips 66
+0.76%
+$3,185.98 
CVX Chevron Corporation
+0.75%
+$7,142.75 
SBUX Starbucks Corporation
+0.74%
+$5,190.05 
MO Altria Group, Inc.
+0.74%
+$1,937.68 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,816.45 
HD The Home Depot, Inc.
+0.73%
+$4,172.14 
SNA Snap-on Inc.
+0.73%
+$1,775.92 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$1,620.6 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$41,177.5 
MA Mastercard Incorporated
+0.71%
+$6,905.3 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$20,542.02 
AVDS Avantis International Small Cap Equity ETF
+0.71%
+$5,370.3 
VB Vanguard Small-Cap ETF
+0.7%
+$5,442.49 
COST Costco Wholesale Corporation
+0.68%
+$16,949.65 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$5,256.65 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$7,810.83 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$40,237.55 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$24,393.2 
AVUS Avantis U.S. Equity ETF
+0.65%
+$601,310.92 
MS Morgan Stanley
+0.65%
+$3,939.88 
WMB The Williams Companies, Inc.
+0.64%
+$1,582.87 
DUK Duke Energy Corporation
+0.63%
+$1,665.3 
CSM ProShares Large Cap Core Plus
+0.63%
+$1,835.91 
IYW iShares U.S. Technology ETF
+0.61%
+$2,120.83 
DCOR Dimensional US Core Equity 1 ETF
+0.6%
+$8,595.58 
AVDE Avantis International Equity ETF
+0.59%
+$442,582.86 
CMI Cummins Inc.
+0.59%
+$2,551.85 
AVIV Avantis International Large Cap Value ETF
+0.59%
+$16,534.7 
AVRE Avantis Real Estate ETF
+0.59%
+$8,495.76 
AEP American Electric Power Company, Inc.
+0.58%
+$2,085.75 
VGT Vanguard Information Technology ETF
+0.58%
+$4,212.96 
DFIV Dimensional International Value ETF
+0.58%
+$76,797.76 
AVSU Avantis Responsible U.S. Equity ETF
+0.57%
+$1,790.58 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$12,899.28 
DFIS Dimensional International Small Cap ETF
+0.57%
+$5,104.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$20,554.68 
AIG American International Group Inc.
+0.56%
+$1,255.38 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$29,350.75 
IVV iShares Core S&P 500 ETF
+0.55%
+$12,863.12 
VOO Vanguard S&P 500 ETF
+0.55%
+$38,829.67 
HON Honeywell International Inc.
+0.54%
+$1,086.47 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$18,345.97 
URI United Rentals, Inc.
+0.54%
+$1,891.75 
GOOGL Alphabet Inc
+0.53%
+$30,277.32 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$24,567.94 
IWB iShares Russell 1000 ETF
+0.52%
+$1,763.83 
ELAN Elanco Animal Health Incorporated
+0.5%
+$1,108.93 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$9,711.47 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$1,136.81 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,115.2 
NMR Nomura Holdings Inc. Sponsored ADR
+0.46%
+$831.24 
GOOG Alphabet Inc
+0.45%
+$25,811.2 
WMT Walmart Inc.
+0.45%
+$4,307.59 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$39,644.1 
CSX CSX Corporation
+0.42%
+$974.8 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$6,089.68 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$79,012 
BMY Bristol-Myers Squibb Company
+0.4%
+$793.27 
AVMA Avantis Moderate Allocation ETF
+0.4%
+$968.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$5,934.36 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,277.1 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$1,920.22 
FAST Fastenal Co.
+0.39%
+$987.12 
PSA Public Storage Common Stock
+0.38%
+$2,901.59 
PEP PepsiCo, Inc.
+0.38%
+$1,353.78 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$4,079.4 
DUHP Dimensional US High Profitability ETF
+0.37%
+$1,784.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,965.6 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$7,777.87 
AMGN Amgen Inc.
+0.32%
+$786.61 
CDNS Cadence Design Systems, Inc.
+0.32%
+$4,945.88 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$2,365.23 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.3%
+$700.64 
SCHF Schwab International Equity ETF
+0.29%
+$705.84 
XOM Exxon Mobil Corporation
+0.28%
+$6,274.81 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,129.83 
MMM 3M Company
+0.26%
+$647 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$4,085.64 
A Agilent Technologies Inc.
+0.22%
+$1,283.83 
VGK Vanguard FTSE Europe ETF
+0.18%
+$581.12 
VUG Vanguard Growth ETF
+0.18%
+$40,946.4 
CIEN Ciena Corporation
+0.17%
+$415.73 
NVDA NVIDIA Corporation
+0.16%
+$42,835.84 
PFE Pfizer Inc.
+0.15%
+$385.32 
GWW W.W. Grainger, Inc.
+0.14%
+$454.59 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$3,421.64 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$251.64 
KO The Coca-Cola Company
+0.11%
+$809.82 
MSFT Microsoft Corp.
+0.1%
+$5,403.06 
IBB iShares Biotechnology ETF
+0.1%
+$337.6 
FDX FedEx Corporation
+0.09%
+$218.55 
IAU iShares Gold Trust
+0.08%
+$686.58 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$215.7 
CL Colgate-Palmolive Company
+0.07%
+$175.5 
CB Chubb Limited
+0.06%
+$198.05 
GLD SPDR Gold Shares
+0.06%
+$1,565.96 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$327.76 
VSDB Vanguard Short Duration Bond ETF
+0.05%
+$2,667.68 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$621.37 
TJX The TJX Companies, Inc.
+0.04%
+$197.61 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$337.44 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$141.92 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$144.82 
HWM Howmet Aerospace Inc.
+0.03%
+$121.45 
AVGB Avantis Credit ETF
+0.02%
+$292.28 
ORCL Oracle Corporation
+0.02%
+$185.82 
MCD McDonald's Corporation
+0.01%
+$43.81 
TIP iShares TIPS Bond ETF
+0.01%
+$23.58 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
JCI
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
SNOW
0%
$0 
PRCT Procept BioRobotics Corporation
-7.17%
-$416,850 
ADBE Adobe Inc.
-6.75%
-$18,814.93 
ADSK Autodesk, Inc.
-3.47%
-$6,426.02 
CTAS Cintas Corporation
-3.08%
-$13,333.6 
LLY Eli Lilly and Company
-2.41%
-$35,552.34 
PLTR Palantir Technologies Inc.
-2.36%
-$13,120.15 
CASY Casey's General Stores Inc.
-2.31%
-$6,194.03 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$20,515.99 
ULTA Ulta Beauty Inc.
-1.82%
-$4,357.37 
AAPL Apple Inc.
-1.52%
-$539,541 
LMT Lockheed Martin Corporation
-1.52%
-$11,097.11 
MU Micron Technology, Inc.
-1.43%
-$10,067.57 
MRK Merck & Co., Inc.
-1.42%
-$8,750.05 
LHX L3Harris Technologies, Inc.
-1.4%
-$4,673.46 
TWLO Twilio Inc.
-1.23%
-$4,836.16 
AMZN Amazon.com Inc
-1.23%
-$57,743.48 
BA Boeing Company
-1.16%
-$4,811.69 
NFLX Netflix, Inc.
-1.14%
-$8,537.4 
BB BlackBerry Ltd.
-1.08%
-$1,906.3 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$2,758.5 
IBM International Business Machines Corporation
-0.95%
-$3,288.63 
AVGO Broadcom Inc.
-0.91%
-$14,056.01 
NOW ServiceNow, Inc.
-0.9%
-$8,527.19 
EUAD STOXX Europe Aerospace & Defense ETF
-0.77%
-$3,291.52 
CSCO Cisco Systems, Inc.
-0.6%
-$8,454.88 
SYY Sysco Corporation
-0.56%
-$1,624.5 
VVV Valvoline Inc.
-0.53%
-$1,297.4 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,379.99 
NOC Northrop Grumman Corporation
-0.4%
-$1,423.5 
DHR Danaher Corporation
-0.38%
-$1,237.13 
BITW Bitwise 10 Crypto Index Fund
-0.37%
-$13,132.35 
CRM Salesforce Inc
-0.34%
-$2,630.32 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$927.28 
DIS The Walt Disney Company
-0.3%
-$1,427.1 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$2,502 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.26%
-$38,295.84 
META Meta Platforms Inc Class A
-0.26%
-$8,891.46 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$744.66 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$743.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$13,950.51 
GILD Gilead Sciences Inc.
-0.22%
-$2,390.36 
SHEL Shell plc
-0.22%
-$643.34 
BXSL Blackstone Secured Lending Fund
-0.21%
-$621.35 
GRMN Garmin Ltd.
-0.2%
-$522.23 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$27,608.64 
FTCA Franklin California Municipal Income ETF
-0.14%
-$1,371.03 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$2,421 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$36,579.87 
VHT Vanguard Health Care ETF
-0.12%
-$1,097.86 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$321.97 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$1,455.28 
DGCB Dimensional Global Credit Fund
-0.09%
-$864.45 
CGCB Capital Group Core Bond ETF
-0.08%
-$5,698.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$476.76 
INTU Intuit Inc.
-0.07%
-$95.21 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$2,609.22 
CMF iShares California Muni Bond ETF
-0.04%
-$73.42 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$110.24 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$2,594.54 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$304.7 
IWY iShares Russell Top 200 Growth ETF
0%
-$50 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2193 | Longs Won 1610/2193 73% | Profit Factor 13.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $747,100.25 |
| Average Win $142,667.51 | Best Trade (Dec 30) $19.68M | Sharpe Ratio -4.89 |
| Average Loss -$30,093.88 | Worst Trade (Jun 14) -$6.84M | Z-Score 14.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $96,730.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
