RSWM

Robertson Stephens Wealth Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 35.11%
This Quarter Est. Return
1 Year Est. Return
+35.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$51.9M
3
+$29.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$25.9M

Top Sells

1
+$39.4M
2
+$11.5M
3
+$11.2M
4
APP icon
Applovin
APP
+$8.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.05M

Sector Composition

1 Technology 8.51%
2 Financials 4.58%
3 Communication Services 4.25%
4 Consumer Discretionary 2.58%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$375K 0.01%
1,600
-38
477
$373K 0.01%
8,393
478
$373K 0.01%
+7,369
479
$372K 0.01%
+4,293
480
$371K 0.01%
+3,380
481
$371K 0.01%
7,850
-18
482
$369K 0.01%
1,129
-140
483
$369K 0.01%
1,740
-288
484
$369K 0.01%
+4,816
485
$367K 0.01%
+8,950
486
$367K 0.01%
2,814
+21
487
$363K 0.01%
5,780
-8,641
488
$362K 0.01%
5,669
-17
489
$362K 0.01%
478,500
490
$362K 0.01%
4,508
+1,468
491
$362K 0.01%
3,661
-309
492
$358K 0.01%
2,010
-89
493
$352K 0.01%
5,331
-666
494
$349K 0.01%
5,301
-2
495
$347K 0.01%
+1,002
496
$343K 0.01%
11,030
497
$342K 0.01%
3,560
+157
498
$341K 0.01%
+7,053
499
$340K 0.01%
15,396
-215
500
$339K 0.01%
+1,180
18 19
20
21 22