SW
SVB Wealth Portfolio holdings
AUM
$1.86B
1-Year Est. Return
67.34%
1 Year Est. Return
+67.34%
AUM
$1.86B
AUM Growth
-$8.22M
(-0.44%)
Holding
434
Top Buys
| 1 | +$16.2M | |
| 2 | +$2.16M | |
| 3 | +$1.69M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.57M |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$1.22M |
Top Sells
| 1 | +$16.2M | |
| 2 | +$8.77M | |
| 3 | +$6.66M | |
| 4 |
Microsoft
MSFT
|
+$6.42M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$5.32M |
Sector Composition
| 1 | Technology | 24.96% |
| 2 | Financials | 8% |
| 3 | Consumer Discretionary | 6.94% |
| 4 | Healthcare | 6.78% |
| 5 | Communication Services | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Schwab International Small-Cap Equity ETF
SCHC
$4.94B
| – | – |
-9,860
|
|
||
427
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| – | – |
-2,455
|
|
||
428
ProShares UltraPro QQQ
TQQQ
$30.6B
| – | – |
-5,000
|
|
||
429
UBS Group
UBS
$120B
| – | – |
-6,531
|
|
||
430
Unilever
UL
$148B
| – | – |
-3,576
|
|
||
431
Vanguard FTSE Europe ETF
VGK
$28.1B
| – | – |
-2,609
|
|
||
432
TCW Transform 500 ETF
VOTE
$935M
| – | – |
-6,090
|
|
||
433
Wipro
WIT
$28.5B
| – | – |
-19,831
|
|
||
434
Energy Select Sector SPDR Fund
XLE
$27.5B
| – | – |
-3,405
|
|