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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
$3.55B
AUM Growth
+$238M
(+7.2%)
Holding
656
Top Buys
| 1 | +$43.9M | |
| 2 | +$40M | |
| 3 | +$26.4M | |
| 4 |
JPMorgan Chase
JPM
|
+$18.6M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$18M |
Top Sells
| 1 | +$145M | |
| 2 | +$134M | |
| 3 | +$33.9M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$12.1M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$5.88M |
Sector Composition
| 1 | Communication Services | 10.56% |
| 2 | Technology | 10.06% |
| 3 | Financials | 4.67% |
| 4 | Healthcare | 2.85% |
| 5 | Consumer Discretionary | 2.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Johnson Controls International
JCI
$89.1B
| – | – |
-2,531
|
|
||
652
Rocket Companies
RKT
$39.4B
| – | – |
0
|
|
||
653
Sysco
SYY
$38.1B
| – | – |
-2,436
|
|
||
654
Sixth Street Specialty
TSLX
$1.56B
| – | – |
-9,700
|
|
||
655
Vanguard FTSE Europe ETF
VGK
$30.4B
| – | – |
-424,618
|
|
||
|
LAR
656
Lithium Argentina AG
LAR
$1.6B
| – | – |
-19,250
|
|