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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
$2.81B
AUM Growth
+$92.9M
(+3.4%)
Holding
647
Top Buys
| 1 | +$40.8M | |
| 2 | +$17.1M | |
| 3 | +$16.9M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$13.4M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$12.5M |
Top Sells
| 1 | +$16.4M | |
| 2 | +$15.9M | |
| 3 | +$13.8M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$13.7M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$12.3M |
Sector Composition
| 1 | Technology | 8.21% |
| 2 | Communication Services | 6.81% |
| 3 | Financials | 4.36% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Industrials | 1.67% |