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
376
$120K ﹤0.01%
+1,264
377
$119K ﹤0.01%
13,299
378
$118K ﹤0.01%
+1,650
379
$117K ﹤0.01%
25,000
+14,235
380
$117K ﹤0.01%
855
-1,232
381
$117K ﹤0.01%
12,473
-2,047
382
$116K ﹤0.01%
367
-521
383
$116K ﹤0.01%
+3,290
384
$116K ﹤0.01%
+3,145
385
$116K ﹤0.01%
+6,354
386
$115K ﹤0.01%
6,382
-12,790
387
$115K ﹤0.01%
13,167
-1,861
388
$111K ﹤0.01%
2,025
-2,257
389
$111K ﹤0.01%
+344
390
$110K ﹤0.01%
+2,331
391
$109K ﹤0.01%
+1,345
392
$109K ﹤0.01%
1,253
-1,659
393
$109K ﹤0.01%
+330
394
$107K ﹤0.01%
+4,787
395
$106K ﹤0.01%
+2,299
396
$105K ﹤0.01%
+2,909
397
$105K ﹤0.01%
+1,834
398
$104K ﹤0.01%
+1,076
399
$104K ﹤0.01%
+794
400
$103K ﹤0.01%
+1,262
14 15
16
17 18