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
401
$556K 0.01%
+8,551
402
$555K 0.01%
+2,802
403
$551K 0.01%
+1,059
404
$550K 0.01%
+10,810
405
$538K 0.01%
+25,414
406
$536K 0.01%
+25,098
407
$528K 0.01%
+4,097
408
$525K 0.01%
+1,884
409
$512K 0.01%
+4,734
410
$511K 0.01%
+6,333
411
$507K 0.01%
+4,453
412
$503K 0.01%
+4,282
413
$502K 0.01%
+5,176
414
$496K 0.01%
+2,813
415
$496K 0.01%
+779
416
$495K 0.01%
+3,275
417
$494K 0.01%
+4,365
418
$490K 0.01%
+2,014
419
$490K 0.01%
+13,007
420
$478K 0.01%
+5,540
421
$478K 0.01%
+5,180
422
$478K 0.01%
+22,392
423
$475K 0.01%
+1,241
424
$473K 0.01%
+4,575
425
$462K 0.01%
+3,192
15 16
17
18 19