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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
DGROIshares Tr
Recent Activity
Increased 963.07%
0.75%
$20.48M
326,692 shares@ $62.69 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
New Position
0.74%
$20.391M
196,861 shares@ $103.58 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.09%
0.74%
$20.274M
161,394 shares@ $125.63 avg price
USIGIshares Tr
Recent Activity
New Position
0.69%
$18.887M
359,200 shares@ $52.58 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 111.13%
0.67%
$18.277M
37,396 shares@ $488.75 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.02%
0.65%
$17.716M
105,961 shares@ $167.2 avg price
IEFIshares Tr
Recent Activity
Increased 85.91%
0.63%
$17.273M
176,037 shares@ $98.12 avg price
IVWIshares Tr
Recent Activity
Increased 4.96%
0.63%
$17.152M
179,129 shares@ $95.76 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 152.88%
0.61%
$16.635M
122,824 shares@ $135.44 avg price
SPTLSpdr Ser Tr
Recent Activity
New Position
0.58%
$15.843M
544,980 shares@ $29.08 avg price