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
376
$288K 0.01%
15,478
377
$287K 0.01%
4,160
378
$285K 0.01%
9,497
-7,005
379
$279K 0.01%
962
-3
380
$273K 0.01%
+7,470
381
$267K 0.01%
5,224
-1,500
382
$266K 0.01%
4,653
-300
383
$265K 0.01%
25,130
384
$264K 0.01%
14,141
-236
385
$263K 0.01%
5,000
386
$261K 0.01%
5,680
+474
387
$260K 0.01%
9,274
388
$256K 0.01%
10,522
-752
389
$248K 0.01%
3,297
-975
390
$245K 0.01%
3,200
391
$239K 0.01%
16,667
392
$236K 0.01%
3,603
-27
393
$233K 0.01%
1,949
394
$231K 0.01%
5,100
395
$229K 0.01%
1,326
+7
396
$228K 0.01%
3,920
397
$226K 0.01%
+6,202
398
$225K 0.01%
+14,159
399
$220K 0.01%
4,965
400
$219K 0.01%
3,782
-47
14 15
16
17 18