RSWM

Robertson Stephens Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 23.46%
This Quarter Est. Return
1 Year Est. Return
+23.46%
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
626
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627
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628
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629
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630
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631
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0
632
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633
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-9,700
634
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635
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-4,872
636
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