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
276
$1.27M 0.02%
+9,077
277
$1.26M 0.02%
+2,446
278
$1.25M 0.02%
+31,249
279
$1.25M 0.02%
+14,529
280
$1.24M 0.02%
+7,758
281
$1.21M 0.02%
+10,032
282
$1.2M 0.02%
+14,636
283
$1.2M 0.02%
+14,006
284
$1.19M 0.02%
+21,923
285
$1.18M 0.02%
+20,776
286
$1.18M 0.02%
+515,398
287
$1.17M 0.02%
+3,559
288
$1.17M 0.02%
+13,220
289
$1.16M 0.02%
+27,677
290
$1.16M 0.02%
+36,032
291
$1.15M 0.02%
+8,576
292
$1.14M 0.02%
+10,878
293
$1.14M 0.02%
+23,501
294
$1.14M 0.02%
+4,603
295
$1.13M 0.02%
+9,782
296
$1.12M 0.02%
+8,272
297
$1.12M 0.02%
+36,392
298
$1.11M 0.02%
+14,152
299
$1.11M 0.02%
+6,605
300
$1.11M 0.02%
+6,881
10 11
12
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