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
401
$103K ﹤0.01%
+1,302
402
$102K ﹤0.01%
+896
403
$102K ﹤0.01%
+1,985
404
$102K ﹤0.01%
+3,216
405
$101K ﹤0.01%
10,466
-3,741
406
$100K ﹤0.01%
+450
407
$99K ﹤0.01%
17,374
408
$98K ﹤0.01%
+634
409
$97.8K ﹤0.01%
2,399
-2,551
410
$97.4K ﹤0.01%
+7,825
411
$96.8K ﹤0.01%
+1,405
412
$96.5K ﹤0.01%
+1,803
413
$96.3K ﹤0.01%
+1,582
414
$96K ﹤0.01%
+547
415
$94.7K ﹤0.01%
+160
416
$94.6K ﹤0.01%
+490
417
$93.9K ﹤0.01%
+501
418
$93.6K ﹤0.01%
+1,459
419
$93K ﹤0.01%
+1,307
420
$92.8K ﹤0.01%
+5,403
421
$91.9K ﹤0.01%
14,941
-1,433
422
$90.8K ﹤0.01%
+6,333
423
$90.8K ﹤0.01%
+2,917
424
$90.3K ﹤0.01%
+276
425
$90.3K ﹤0.01%
+544
15 16
17
18 19