RSWM
Robertson Stephens Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
23.46%
This Quarter Return
+7.86%
1 Year Return
+23.46%
3 Year Return
+81.43%
5 Year Return
+122.11%
10 Year Return
–
AUM
$407M
AUM Growth
+$60.5M
(+17%)
Cap. Flow
+$34.7M
Cap. Flow
% of AUM
8.53%
Top 10 Holdings %
Top 10 Hldgs %
38.6%
Holding
250
New
63
Increased
77
Reduced
67
Closed
13
Top Buys
| 1 |
Cue Biopharma
CUE
|
$7.28M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.52M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.94M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$4.77M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.15M |
Top Sells
Sector Composition
| 1 | Technology | 9.85% |
| 2 | Healthcare | 6.88% |
| 3 | Consumer Discretionary | 4.27% |
| 4 | Financials | 4.1% |
| 5 | Communication Services | 3.19% |
