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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
VOEVanguard Index Fds
Recent Activity
New Position
0.22%
$5.999M
35,777 shares@ $167.68 avg price
ICSHIshares Tr
Recent Activity
New Position
0.22%
$5.804M
114,381 shares@ $50.75 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
New Position
0.22%
$5.797M
127,425 shares@ $45.5 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
New Position
0.16%
$4.316M
92,264 shares@ $46.79 avg price
EWWIshares Inc
Recent Activity
New Position
0.14%
$3.842M
71,537 shares@ $53.71 avg price
BFSTBusiness First Bancshares In
Recent Activity
New Position
0.13%
$3.405M
132,662 shares@ $25.68 avg price
GREKGlobal X Fds
Recent Activity
New Position
0.12%
$3.157M
73,091 shares@ $43.19 avg price
XHBSpdr Ser Tr
Recent Activity
New Position
0.09%
$2.366M
18,996 shares@ $124.57 avg price
FWONKLiberty Media Corp Del
Recent Activity
New Position
0.08%
$2.056M
26,555 shares@ $77.44 avg price
CACICaci Intl Inc
Recent Activity
New Position
0.08%
$1.984M
3,933 shares@ $504.56 avg price