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Vikram Chugh

@Robertson Stephens Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$2.759BTotal holdings616
Assets growth rate38.92%Assets growth rate (2-Q avg)22.13%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Robertson Stephens Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 616 positions.

Assets under management

The assets under management (AUM) of Robertson Stephens Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.759B in assets, with a quarterly growth rate of 38.92% and a 2-quarter average growth rate of 22.13%. The portfolio is managed by Vikram Chugh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -23.66%
4.62%
$127.204M
220,527 shares@ $576.82 avg price
AAPLApple Inc
Recent Activity
Decreased -2.91%
3.52%
$96.952M
416,105 shares@ $233.01 avg price
APPApplovin Corp
Recent Activity
Decreased -11.94%
2.24%
$61.785M
473,268 shares@ $130.55 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -10%
1.98%
$54.441M
94,634 shares@ $575.29 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -34.83%
1.73%
$47.611M
193,974 shares@ $245.45 avg price
IWFIshares Tr
Recent Activity
Decreased -0.12%
1.69%
$46.457M
123,759 shares@ $375.38 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -12.59%
1.03%
$28.247M
73,573 shares@ $383.93 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -7.21%
0.99%
$27.226M
120,598 shares@ $225.77 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.05%
0.98%
$26.831M
782,481 shares@ $34.29 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -7.27%
0.89%
$24.521M
244,504 shares@ $100.3 avg price