Robertson Stephens Wealth Management Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$18.84M3.1244,804+35.86%+$4.97M0.25
BGC Group, Inc
BGC
$11.11M0.291.43M+2.35%+$254,793.820.15
CEMEX, S.A.B. de C.V.
CX
$1.29B0.291.45M0%+$017.3
Acuity Brands, Inc.
AYI
$15.05M0.1856,000-0.36%-$53,746.000.2
AppLovin Corporation
APP
$40.93M0.18591,265-9.65%-$4.37M0.55
Berkshire Hathaway Inc
BRK.A
$4.44B0.01205+6,733.33%+$4.38B59.64
Apple Inc.
AAPL
$71.81M<0.01418,773+1.53%+$1.08M0.96
Bank of America Corporation
BAC
$9.28M<0.01244,840+6.04%+$529,135.460.13
Microsoft Corporation
MSFT
$47.07M<0.01111,887+7.49%+$3.28M0.63
Visa Inc.
V
$10.15M<0.0136,375+11.88%+$1.08M0.14
The Home Depot, Inc.
HD
$9.44M<0.0124,597+2.09%+$193,331.360.13
JPMorgan Chase & Co.
JPM
$7.81M<0.0139,012-0.19%-$15,222.670.11
Alphabet Inc.
GOOGL
$12.33M<0.0181,672+4.49%+$529,160.580.17
Alphabet Inc.
GOOG
$16.55M<0.01108,728-0.28%-$46,896.080.22
Amazon.com, Inc.
AMZN
$25.68M<0.01142,358+11.28%+$2.6M0.35
Vanguard Growth Index Fund
VUG
$28.75M<0.0183,521-9.92%-$3.17M0.39
Eaton Vance Senior Floating-Rate Trust
EFR
$7.31M<0.011.16M+17.99%+$1.11M0.1
Invesco S&P 500 Equal Weight ETF
RSP
$17.27M<0.01101,942+30.34%+$4.02M0.23
iShares Core U.S. Aggregate Bond ETF
AGG
$36.4M<0.01371,686+18.48%+$5.68M0.49
iShares Core S&P 500 ETF
IVV
$123.97M<0.01235,806+3.56%+$4.27M1.67
Vanguard Total Stock Market Index Fund
VTI
$14.51M<0.0155,846+0.51%+$73,551.430.2
iShares MSCI EAFE ETF
EFA
$11.06M<0.01138,550+2,083.61%+$10.56M0.15
iShares MSCI USA Quality Factor ETF
QUAL
$6.61M<0.0140,202-4.93%-$342,668.360.09
iShares S&P 500 Value ETF
IVE
$10.88M<0.0158,249+14.15%+$1.35M0.15
Vanguard 500 Index Fund
VOO
$139.56M<0.01290,331+5.52%+$7.3M1.87
SPDR Dow Jones Industrial Average ETF Trust
DIA
$16.18M<0.0140,582+8.95%+$1.33M0.22
Invesco QQQ Trust
QQQ
$8.03M<0.0118,063+4.54%+$348,992.450.11
iShares Core S&P U.S. Value ETF
IUSV
$7.63M<0.0184,325+48.57%+$2.49M0.1
Vanguard Dividend Appreciation Index Fund
VIG
$7.37M<0.0140,339+3.16%+$225,521.210.1
NVIDIA Corporation
NVDA
$7.12M<0.017,879-2.6%-$189,748.290.1
iShares Core MSCI Emerging Markets ETF
IEMG
$28.33M<0.01549,113+14.79%+$3.65M0.38
Vanguard Developed Markets Index Fund
VEA
$42.18M<0.01840,694+1.3%+$540,180.480.57
iShares Core MSCI EAFE ETF
IEFA
$11.34M<0.01152,786+16.95%+$1.64M0.15
Consumer Discretionary Select Sector SPDR Fund
XLY
$6.55M<0.0135,640+4.2%+$264,065.130.09
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$12.51M<0.01340,258+0.06%+$7,023.070.17
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$6.58M<0.0194,427+21.55%+$1.17M0.09
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$15.4M<0.01283,880+58.5%+$5.68M0.21
Health Care Select Sector SPDR Fund
XLV
$7.38M<0.0149,965+2.77%+$198,695.920.1
iShares MSCI USA ESG Select ETF
SUSA
$7.55M<0.0169,151-1.63%-$124,999.110.1
iShares Russell Mid-Cap ETF
IWR
$15.3M<0.01181,998+2.04%+$306,339.130.21
Technology Select Sector SPDR Fund
XLK
$34.9M<0.01167,586+15.24%+$4.62M0.47
SPDR S&P 500 ETF Trust
SPY
$87.03M<0.01165,876+3.09%+$2.61M1.17
iShares Russell 1000 Growth ETF
IWF
$41.74M<0.01123,829+4.79%+$1.91M0.56
Industrial Select Sector SPDR Fund
XLI
$16.11M<0.01127,861+35.09%+$4.18M0.22
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$13.77M<0.01323,657New+$13.77M0.19
iShares Russell 1000 ETF
IWB
$29.11M<0.01101,060+3.56%+$1M0.39
Communication Services Select Sector SPDR Fund
XLC
$7.77M<0.0195,173+11.33%+$791,043.960.1
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$28.65M<0.01283,964-17.87%-$6.23M0.39
Schwab U.S. Aggregate Bond ETF
SCHZ
$6.82M<0.01148,199+13.85%+$829,517.150.09
iShares S&P 500 Growth ETF
IVW
$13.51M<0.01159,977+4.9%+$630,766.200.18