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
376
$649K 0.01%
+326
377
$647K 0.01%
+7,897
378
$646K 0.01%
+8,486
379
$645K 0.01%
+18,784
380
$643K 0.01%
+3,402
381
$640K 0.01%
+17,400
382
$634K 0.01%
+2,883
383
$634K 0.01%
+3,681
384
$631K 0.01%
+12,287
385
$629K 0.01%
+13,602
386
$624K 0.01%
+2,659
387
$623K 0.01%
+7,232
388
$616K 0.01%
+1,842
389
$610K 0.01%
+23,619
390
$608K 0.01%
+3,187
391
$605K 0.01%
+5,403
392
$604K 0.01%
+2,908
393
$604K 0.01%
+10,445
394
$592K 0.01%
+4,807
395
$588K 0.01%
+19,880
396
$585K 0.01%
+15,241
397
$583K 0.01%
+2,608
398
$581K 0.01%
+6,778
399
$567K 0.01%
+1,578
400
$563K 0.01%
+5,296
14 15
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