RSWM
Robertson Stephens Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
23.46%
This Quarter Return
-4.49%
1 Year Return
+23.46%
3 Year Return
+81.43%
5 Year Return
+122.11%
10 Year Return
–
AUM
$888M
AUM Growth
-$119M
(-12%)
Cap. Flow
-$62.4M
Cap. Flow
% of AUM
-7.02%
Top 10 Holdings %
Top 10 Hldgs %
34.63%
Holding
394
New
23
Increased
100
Reduced
178
Closed
38
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.78M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$5.64M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$3.62M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$3.58M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$3.34M |
Top Sells
Sector Composition
| 1 | Technology | 11.5% |
| 2 | Financials | 5.85% |
| 3 | Communication Services | 5.03% |
| 4 | Consumer Discretionary | 4.83% |
| 5 | Healthcare | 4.49% |
