SW
SVB Wealth Portfolio holdings
AUM
$1.87B
1-Year Return
63.48%
This Quarter Return
+51.01%
1 Year Return
+63.48%
3 Year Return
+166.61%
5 Year Return
+235.62%
10 Year Return
+462.37%
AUM
$5.35B
AUM Growth
+$5.23B
(+4,454%)
Cap. Flow
+$5.24B
Cap. Flow
% of AUM
97.84%
Top 10 Holdings %
Top 10 Hldgs %
54.32%
Holding
758
New
739
Increased
19
Reduced
–
Closed
–
Top Buys
| 1 |
Applovin
APP
|
+$1.78B |
| 2 |
Apple
AAPL
|
+$401M |
| 3 |
Microsoft
MSFT
|
+$140M |
| 4 |
Broadcom
AVGO
|
+$101M |
| 5 |
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 | 5.37% |
| 5 | Consumer Discretionary | 4.25% |
