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RSWM
Robertson Stephens Wealth Management Portfolio holdings
AUM
$3.57B
1-Year Est. Return
28.36%
This Fund
S&P 500
1 Year Est. Return
+28.36%
AUM
$860M
AUM Growth
+$27.4M
(+3.3%)
Holding
353
Top Buys
| 1 | +$46.4M | |
| 2 | +$7.19M | |
| 3 | +$6.51M | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$4.27M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.03M |
Top Sells
| 1 | +$32.5M | |
| 2 | +$4.58M | |
| 3 | +$2.18M | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.02M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.73M |
Sector Composition
| 1 | Communication Services | 9% |
| 2 | Technology | 8.08% |
| 3 | Financials | 5.33% |
| 4 | Consumer Discretionary | 4.1% |
| 5 | Healthcare | 3.36% |