SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$747M
2
+$355M
3
+$218M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$69.1M

Top Sells

1
+$758M
2
+$213M
3
+$90.4M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$88.4M
5
AAPL icon
Apple
AAPL
+$66M

Sector Composition

1 Technology 12.45%
2 Healthcare 7.64%
3 Financials 6.5%
4 Consumer Discretionary 3.95%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$336K 0.01%
9,218
-1,711
427
$335K 0.01%
+7,962
428
$335K 0.01%
+3,218
429
$330K 0.01%
4,768
+166
430
$329K 0.01%
+1,965
431
$329K 0.01%
5,719
-45
432
$324K 0.01%
10,081
-1,152
433
$324K 0.01%
20,149
-275
434
$323K 0.01%
3,606
-86
435
$322K 0.01%
+875
436
$316K 0.01%
4,764
-2,379
437
$314K 0.01%
+2,783
438
$311K 0.01%
3,396
-102
439
$308K 0.01%
+1,192
440
$306K 0.01%
+6,432
441
$306K 0.01%
+11,962
442
$302K 0.01%
+3,872
443
$299K 0.01%
8,204
-6,221
444
$298K 0.01%
+1,245
445
$296K 0.01%
+5,422
446
$295K 0.01%
2,957
-2,064
447
$294K 0.01%
2,998
-2,024
448
$289K 0.01%
5,000
449
$287K 0.01%
+43,355
450
$286K 0.01%
6,893
-868
16 17
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