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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
This Quarter
Est. Return
-2.86%
1 Year Est. Return
+28.36%
3 Year Est. Return
+91.79%
5 Year Est. Return
+99.89%
10 Year Est. Return
–
AUM
$3.57B
AUM Growth
+$21M
(+0.59%)
Cap. Flow
+$208M
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
38.83%
Holding
670
New
35
Increased
251
Reduced
260
Closed
54
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$160M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$137M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$43.3M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$33.4M |
| 5 |
EMAT
Evolution Metals & Technologies Corp
EMAT
|
+$26.1M |
Top Sells
| 1 |
Applovin
APP
|
+$71.7M |
| 2 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$65.7M |
| 3 |
Goldman Sachs MarketBeta US Equity ETF
GSUS
|
+$39.9M |
| 4 |
Energy Fuels
UUUU
|
+$15.2M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$15.1M |
Sector Composition
| 1 | Technology | 8.59% |
| 2 | Communication Services | 5.53% |
| 3 | Financials | 4.06% |
| 4 | Healthcare | 2.81% |
| 5 | Consumer Discretionary | 2.08% |
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