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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
VOOVanguard Index Fds
Recent Activity
Increased 19.18%
6.52%
$179.803M
339,695 shares@ $529.31 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 286.43%
2.77%
$76.176M
383,190 shares@ $198.8 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 53.15%
2.53%
$69.541M
1.317M shares@ $52.81 avg price
IEMGIshares Inc
Recent Activity
Increased 61.69%
2.01%
$55.187M
961,273 shares@ $57.42 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 9850.5%
1.91%
$52.468M
626,483 shares@ $83.75 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.16%
1.88%
$51.731M
120,221 shares@ $430.3 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 136.02%
1.63%
$44.899M
250,610 shares@ $179.17 avg price
VTIVanguard Index Fds
Recent Activity
Increased 15.01%
1.4%
$38.402M
135,204 shares@ $284.04 avg price
EFVIshares Tr
Recent Activity
Increased 1036.12%
1.18%
$32.559M
565,943 shares@ $57.53 avg price
GSUSGoldman Sachs Etf Tr
Recent Activity
Increased 206.48%
1.16%
$31.985M
405,853 shares@ $78.82 avg price