RSWM
Robertson Stephens Wealth Management Portfolio holdings
AUM
$2.89B
This Quarter Return
-5.9%
1 Year Return
+23.46%
3 Year Return
+81.43%
5 Year Return
+122.11%
10 Year Return
–
AUM
$1.16B
AUM Growth
+$1.16B
(-1.1%)
Cap. Flow
+$81.2M
Cap. Flow
% of AUM
7%
Top 10 Holdings %
Top 10 Hldgs %
35.57%
Holding
413
New
34
Increased
184
Reduced
118
Closed
34
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.8M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$13.6M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$13.2M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$11.3M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$11.3M |
Top Sells
Sector Composition
| 1 | Technology | 12% |
| 2 | Communication Services | 6.55% |
| 3 | Financials | 6.4% |
| 4 | Consumer Discretionary | 4.7% |
| 5 | Healthcare | 4.26% |
