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
251
$1.8M 0.04%
71,287
-861
252
$1.77M 0.04%
18,958
+336
253
$1.75M 0.04%
+41,116
254
$1.74M 0.04%
43,296
-2,716
255
$1.73M 0.04%
3,565
+1,433
256
$1.72M 0.04%
27,195
+3,000
257
$1.72M 0.04%
11,984
-3,243
258
$1.7M 0.04%
12,986
-7
259
$1.7M 0.04%
33,003
+3,512
260
$1.69M 0.04%
40,069
-19,104
261
$1.68M 0.04%
16,233
+293
262
$1.67M 0.04%
11,260
+910
263
$1.65M 0.04%
21,512
+155
264
$1.64M 0.04%
7,308
-926
265
$1.63M 0.04%
25,800
-8,705
266
$1.63M 0.04%
16,105
+516
267
$1.6M 0.04%
6,569
+171
268
$1.6M 0.04%
22,873
-407
269
$1.58M 0.04%
10,810
-25,275
270
$1.58M 0.04%
20,150
-500
271
$1.56M 0.04%
41,357
-10,058
272
$1.54M 0.04%
3,500
-1,090
273
$1.52M 0.04%
2,009
+128
274
$1.52M 0.04%
9,791
-3,223
275
$1.52M 0.04%
10,138
+2,103