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
351
$147K 0.01%
+1,566
352
$145K 0.01%
+3,203
353
$145K 0.01%
+809
354
$142K 0.01%
+3,392
355
$141K 0.01%
269
-161
356
$141K 0.01%
+9,020
357
$141K 0.01%
5,293
-2,369
358
$140K 0.01%
+2,270
359
$138K 0.01%
+4,030
360
$137K 0.01%
+4,484
361
$135K 0.01%
+753
362
$134K 0.01%
+397
363
$133K 0.01%
+4,400
364
$132K 0.01%
+624
365
$132K 0.01%
+2,200
366
$131K 0.01%
+759
367
$130K 0.01%
5,428
-6,926
368
$129K 0.01%
+1,495
369
$128K 0.01%
+1,293
370
$128K 0.01%
+1,071
371
$127K 0.01%
1,585
-823
372
$126K 0.01%
+479
373
$125K 0.01%
+3,451
374
$123K 0.01%
+825
375
$120K ﹤0.01%
+3,060
13 14
15
16 17