test

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
BBUSJ P Morgan Exchange Traded F
Recent Activity
New Position
0.74%
$20.391M
196,861 shares@ $103.58 avg price
USIGIshares Tr
Recent Activity
New Position
0.69%
$18.887M
359,200 shares@ $52.58 avg price
SPTLSpdr Ser Tr
Recent Activity
New Position
0.58%
$15.843M
544,980 shares@ $29.08 avg price
FLTRVaneck Etf Trust
Recent Activity
New Position
0.53%
$14.351M
563,429 shares@ $25.48 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
New Position
0.45%
$12.269M
199,368 shares@ $61.55 avg price
VOTVanguard Index Fds
Recent Activity
New Position
0.4%
$10.915M
44,833 shares@ $243.47 avg price
PAVEGlobal X Fds
Recent Activity
New Position
0.36%
$9.74M
236,635 shares@ $41.17 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.31%
$8.514M
470,369 shares@ $18.1 avg price
VBKVanguard Index Fds
Recent Activity
New Position
0.26%
$7.169M
26,811 shares@ $267.38 avg price
PFFDGlobal X Fds
Recent Activity
New Position
0.26%
$7.048M
339,172 shares@ $20.78 avg price