RSWM

Robertson Stephens Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 23.46%
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Sells

1 +$9.26M
2 +$7.78M
3 +$7.62M
4
EPOL icon
iShares MSCI Poland ETF
EPOL
+$6.69M
5
APP icon
Applovin
APP
+$5.17M

Sector Composition

1 Technology 9.59%
2 Communication Services 4.28%
3 Financials 4.26%
4 Consumer Discretionary 3.68%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$715K 0.05%
13,780
-420
252
$712K 0.05%
46,450
253
$698K 0.05%
4,679
+6
254
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32,225
255
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+18,630
256
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8,586
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257
$677K 0.05%
33,698
258
$667K 0.05%
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259
$662K 0.04%
15,846
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260
$657K 0.04%
4,492
-1,409
261
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+1,403
262
0
263
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165,569
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265
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11,519
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30,658
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6,052
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8,150
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274
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59,077
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$611K 0.04%
1,584
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