Portfolio (Quarterly)
Guide ↗
Robertson Stephens Wealth Management, LLC
· CIK 0001767307| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | AI | C3 AI INC | Technology | 800 | $11K | — | SOLD |
| 82 | CRON | CRONOS GROUP INC | Healthcare | 4,001 | $11K | — | SOLD |
| 83 | — CALL | CANOPY GROWTH CORP | — | 9,000 | $10K | — | SOLD |
| 84 | — | CANOPY GROWTH CORP | — | 5,637 | $6K | — | SOLD |
| 85 | — | LIFEWARD LTD | — | 10,800 | $6K | — | SOLD |
| 86 | VNDA | VANDA PHARMACEUTICALS INC | Healthcare | 600 | $5K | — | SOLD |
| 87 | SNAP | SNAP INC | Communication Services | 564 | $5K | — | SOLD |
| 88 | GERN | GERON CORP | Healthcare | 1,000 | $1K | — | SOLD |
Sector Allocation
Technology
38.3%
Financial Services
21.7%
Communication Services
9.0%
Healthcare
8.5%
Consumer Cyclical
6.5%
Industrials
6.2%
Consumer Defensive
3.8%
Energy
2.5%
Basic Materials
2.3%
Real Estate
0.8%