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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
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$303,924
15,850 shares@ $19.18 avg price
CHTRCharter Communications Inc N
Recent Activity
Exited
0%
$294,476
985 shares@ $298.97 avg price
DPZDominos Pizza Inc
Recent Activity
Exited
0%
$258,681
501 shares@ $516.33 avg price
VTIPVanguard Malvern Fds
Recent Activity
Exited
0%
$236,492
4,872 shares@ $48.55 avg price
BSVVanguard Bd Index Fds
Recent Activity
Exited
0%
$232,724
3,034 shares@ $76.71 avg price
SYYSysco Corp
Recent Activity
Exited
0%
$218,498
3,061 shares@ $71.39 avg price
PCARPaccar Inc
Recent Activity
Exited
0%
$212,262
2,062 shares@ $102.94 avg price
IJTIshares Tr
Recent Activity
Exited
0%
$210,625
1,640 shares@ $128.43 avg price
TSLXSixth Street Specialty Lendi
Recent Activity
Exited
0%
$207,095
9,700 shares@ $21.35 avg price
SATSEchostar Corp
Recent Activity
Exited
0%
$181,199
10,174 shares@ $17.82 avg price