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
351
$824K 0.02%
+23,105
352
$824K 0.02%
+3,345
353
$819K 0.02%
+8,881
354
$813K 0.02%
+7,979
355
$796K 0.01%
+1,263
356
$791K 0.01%
+20,000
357
$787K 0.01%
+18,340
358
$786K 0.01%
+1,700
359
$785K 0.01%
+12,056
360
$784K 0.01%
+11,971
361
$783K 0.01%
+4,628
362
$766K 0.01%
+6,180
363
$765K 0.01%
+4,367
364
$750K 0.01%
+11,968
365
$735K 0.01%
+36,563
366
$721K 0.01%
+6,973
367
$715K 0.01%
+3,234
368
$714K 0.01%
+4,191
369
$707K 0.01%
+2,421
370
$707K 0.01%
+6,750
371
$707K 0.01%
+992
372
$693K 0.01%
+8,199
373
$671K 0.01%
+13,940
374
$657K 0.01%
+19,373
375
$657K 0.01%
+7,283
13 14
15
16 17