SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1 +$38.8M
2 +$35.5M
3 +$29.9M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$23.9M
5
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$17.1M

Sector Composition

1 Technology 18.85%
2 Communication Services 10.59%
3 Healthcare 10.19%
4 Financials 6.63%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.29M 0.06%
22,033
+777
227
$2.26M 0.06%
29,165
-918
228
$2.18M 0.05%
23,956
-2,068
229
$2.17M 0.05%
22,412
+382
230
$2.15M 0.05%
52,569
+26,133
231
$2.12M 0.05%
120,240
+16,459
232
$2.1M 0.05%
591
+73
233
$2.09M 0.05%
7,992
+764
234
$2.08M 0.05%
100,156
+29,944
235
$2.07M 0.05%
37,830
+321
236
$2.02M 0.05%
27,566
+7,102
237
$2.01M 0.05%
79,292
+70,324
238
$2M 0.05%
20,238
+6,690
239
$1.97M 0.05%
4,263
-76
240
$1.96M 0.05%
17,583
-1,336
241
$1.95M 0.05%
7,173
+391
242
$1.94M 0.05%
44,449
-30,477
243
$1.94M 0.05%
52,373
+7,986
244
$1.93M 0.05%
34,330
-2,945
245
$1.92M 0.05%
4,797
+87
246
$1.89M 0.05%
101,946
-1,143
247
$1.85M 0.05%
28,171
-2,603
248
$1.84M 0.04%
19,341
+1,328
249
$1.83M 0.04%
37,000
+18,699
250
$1.82M 0.04%
16,916
-225