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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
VUGVanguard Index Fds
Recent Activity
Decreased -12.59%
1.03%
$28.247M
73,573 shares@ $383.93 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -7.21%
0.99%
$27.226M
120,598 shares@ $225.77 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.05%
0.98%
$26.831M
782,481 shares@ $34.29 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -7.27%
0.89%
$24.521M
244,504 shares@ $100.3 avg price
VTVVanguard Index Fds
Recent Activity
Increased 424.43%
0.85%
$23.205M
132,927 shares@ $174.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 11.03%
0.83%
$22.818M
49,577 shares@ $460.26 avg price
STNCHennessy Fds Tr
Recent Activity
Decreased -10.71%
0.77%
$21.132M
674,776 shares@ $31.32 avg price
VGTVanguard World Fd
Recent Activity
Increased 318.93%
0.77%
$21.041M
35,818 shares@ $587.44 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 16.02%
0.75%
$20.54M
373,931 shares@ $54.94 avg price
PFFIshares Tr
Recent Activity
Increased 4372.99%
0.75%
$20.522M
617,585 shares@ $33.24 avg price