Asset Manager
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Robertson Stephens Wealth Management, LLC
455 MARKET STREET SUITE 1450, SAN FRANCISCO, CA 94105-2442 • (415) 500-6835
Market Value
$0
Holdings
0
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 70.0% |
| Technology | 16.5% |
| Communication Services | 3.0% |
| Healthcare | 2.9% |
| Consumer Cyclical | 2.3% |
Portfolio Analytics
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Median Market Cap
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Avg Dividend Yield
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# Stocks
0
# ETFs / Funds
0