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
$2.43B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$2.81M
3
+$2.67M
4
NVDA icon
NVIDIA
NVDA
+$2.56M
5
NI icon
NiSource
NI
+$2.31M

Top Sells

1
+$530M
2
+$192M
3
+$140M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$108M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$98.9M

Sector Composition

1 Communication Services 43.28%
2 Technology 16.78%
3 Financials 8.41%
4 Healthcare 7.15%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$267K 0.01%
1,330
-366
277
$258K 0.01%
+9,561
278
$256K 0.01%
6,621
-1,499
279
$254K 0.01%
2,455
-642
280
$253K 0.01%
7,822
-2,763
281
$253K 0.01%
3,330
-138
282
$247K 0.01%
5,500
-5,310
283
$246K 0.01%
2,346
-1,152
284
$244K 0.01%
2,611
-4,167
285
$241K 0.01%
1,835
-378
286
$238K 0.01%
77,620
-19,709
287
$237K 0.01%
3,669
-1,402
288
$237K 0.01%
553
-55
289
$237K 0.01%
5,382
-5,342
290
$236K 0.01%
12,250
-3,100
291
$235K 0.01%
926
-97
292
$234K 0.01%
2,867
+79
293
$232K 0.01%
+776
294
$231K 0.01%
+23,103
295
$230K 0.01%
14,891
-5,603
296
$230K 0.01%
+10,813
297
$230K 0.01%
3,717
+3
298
$224K 0.01%
6,217
-1,827
299
$221K 0.01%
+1,444
300
$219K 0.01%
+3,874
10 11
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