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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
$1.91B
AUM Growth
+$82.5M
(+4.5%)
Holding
538
Top Buys
| 1 | +$27.9M | |
| 2 | +$16M | |
| 3 | +$15.8M | |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$11.5M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$10.6M |
Top Sells
| 1 | +$122M | |
| 2 | +$32.3M | |
| 3 | +$10.2M | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$9.77M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$7.92M |
Sector Composition
| 1 | Technology | 11.02% |
| 2 | Financials | 5.39% |
| 3 | Communication Services | 5.22% |
| 4 | Consumer Discretionary | 3.39% |
| 5 | Healthcare | 2.46% |