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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
STNCHennessy Fds Tr
Recent Activity
Decreased -10.71%
0.77%
$21.132M
674,776 shares@ $31.32 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.09%
0.74%
$20.274M
161,394 shares@ $125.63 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.02%
0.65%
$17.716M
105,961 shares@ $167.2 avg price
AYIAcuity Brands Inc
Recent Activity
Decreased -0.03%
0.48%
$13.219M
48,000 shares@ $275.39 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -23.82%
0.41%
$11.081M
122,575 shares@ $90.41 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -1%
0.39%
$10.758M
398,293 shares@ $27.02 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -9.01%
0.37%
$10.13M
23,870 shares@ $424.38 avg price
BACBank America Corp
Recent Activity
Decreased -4.61%
0.35%
$9.47M
238,660 shares@ $39.69 avg price
VVisa Inc
Recent Activity
Decreased -7.36%
0.34%
$9.377M
34,104 shares@ $274.95 avg price
HDHome Depot Inc
Recent Activity
Decreased -8.89%
0.33%
$8.961M
22,116 shares@ $405.2 avg price