SW

SVB Wealth Portfolio holdings

AUM $1.86B
1-Year Est. Return 67.34%
This Quarter Est. Return
1 Year Est. Return
+67.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.35B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$401M
3
+$140M
4
AVGO icon
Broadcom
AVGO
+$101M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$81.9M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 36.4%
2 Technology 18.27%
3 Financials 5.83%
4 Healthcare 5.39%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.03M 0.04%
+72,741
227
$2.03M 0.04%
+4,936
228
$1.97M 0.04%
+12,852
229
$1.96M 0.04%
+6,525
230
$1.95M 0.04%
+15,465
231
$1.92M 0.04%
+39,755
232
$1.91M 0.04%
+19,022
233
$1.84M 0.03%
+177,349
234
$1.84M 0.03%
+25,436
235
$1.83M 0.03%
+30,610
236
$1.81M 0.03%
+10,174
237
$1.8M 0.03%
+9,813
238
$1.78M 0.03%
45,071
+24,924
239
$1.77M 0.03%
+39,541
240
$1.75M 0.03%
+8,690
241
$1.73M 0.03%
+3,686
242
$1.72M 0.03%
+15,592
243
$1.7M 0.03%
+8,821
244
$1.68M 0.03%
+246,919
245
$1.68M 0.03%
+11,362
246
$1.67M 0.03%
+1,577
247
$1.66M 0.03%
+37,921
248
$1.65M 0.03%
+22,856
249
$1.65M 0.03%
+22,238
250
$1.62M 0.03%
+9,369
8 9
10
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