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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
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
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
IEFAIshares Tr
Recent Activity
Increased 165.95%
1.16%
$31.863M
408,242 shares@ $78.05 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.03%
1.07%
$29.333M
157,426 shares@ $186.33 avg price
IWBIshares Tr
Recent Activity
Increased 0.87%
1.04%
$28.495M
90,637 shares@ $314.39 avg price
AGGIshares Tr
Recent Activity
Increased 5.87%
1.04%
$28.481M
281,243 shares@ $101.28 avg price