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
$2.61B
AUM Growth
+$740K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$35.4M
3
+$14.2M
4
SKX
Skechers
SKX
+$11.7M
5
AMZN icon
Amazon
AMZN
+$9.31M

Top Sells

1
+$12.5M
2
+$12.1M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$11.4M
5
GILD icon
Gilead Sciences
GILD
+$8.7M

Sector Composition

1 Technology 21.09%
2 Financials 16.5%
3 Healthcare 15.63%
4 Consumer Discretionary 9.78%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$404K 0.02%
+12,084
352
$399K 0.02%
4,519
-195
353
$396K 0.02%
5,880
354
$378K 0.01%
8,172
+40
355
$376K 0.01%
11,738
356
$370K 0.01%
4,299
+50
357
$368K 0.01%
2,184
-1,478
358
$364K 0.01%
8,723
-689
359
$358K 0.01%
+8,585
360
$355K 0.01%
7,775
-1,464
361
$352K 0.01%
5,295
-150
362
$351K 0.01%
6,670
+535
363
$346K 0.01%
3,514
364
$338K 0.01%
8,012
-3,862
365
$337K 0.01%
9,439
-6,843
366
$336K 0.01%
14,153
-403
367
$336K 0.01%
5,193
-119
368
$322K 0.01%
17,306
369
$315K 0.01%
13,222
-18,371
370
$301K 0.01%
7,080
371
$301K 0.01%
6,895
-975
372
$297K 0.01%
9,773
+315
373
$296K 0.01%
16,245
-255
374
$295K 0.01%
5,032
-269
375
$289K 0.01%
12,630
-4,875
13 14
15
16 17