RSWM
Robertson Stephens Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
23.46%
This Quarter Return
-18.01%
1 Year Return
+23.46%
3 Year Return
+81.43%
5 Year Return
+122.11%
10 Year Return
–
AUM
$293M
AUM Growth
+$94.3M
(+48%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
44.53%
Top 10 Holdings %
Top 10 Hldgs %
38.41%
Holding
192
New
88
Increased
68
Reduced
13
Closed
13
Top Buys
| 1 |
Adaptive Biotechnologies
ADPT
|
$11.2M |
| 2 |
Apple
AAPL
|
$9.62M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$9.51M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$5.96M |
| 5 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$4.59M |
Top Sells
Sector Composition
| 1 | Financials | 10.39% |
| 2 | Healthcare | 6.89% |
| 3 | Technology | 6.51% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Communication Services | 2.87% |
