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
$118M
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$459M
2
+$387M
3
+$158M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107M
5
AVGO icon
Broadcom
AVGO
+$74.3M

Sector Composition

1 Technology 0.58%
2 Financials 0.42%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-8,998
402
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403
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-4,753
404
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-9,536
405
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406
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-83,759
407
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-28,308
408
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-46,981
409
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-903
410
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-3,201
411
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-21,527
412
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-45,305
413
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-5,712
414
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-23,465
415
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-16,886
416
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-125,402
417
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-9,570
418
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-118,993
419
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-12,086
420
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-1,884
421
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-2,924
422
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-8,339
423
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-51,302
424
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-361,874
425
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-297,552
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