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
426
$461K 0.01%
+5,173
427
$460K 0.01%
+48,904
428
$460K 0.01%
+4,164
429
$459K 0.01%
+22,664
430
$459K 0.01%
+3,186
431
$459K 0.01%
+9,276
432
$458K 0.01%
+23,374
433
$455K 0.01%
+1,340
434
$453K 0.01%
+430
435
$452K 0.01%
+15,735
436
$452K 0.01%
+9,254
437
$447K 0.01%
+2,298
438
$447K 0.01%
+3,589
439
$446K 0.01%
+13,372
440
$445K 0.01%
+3,498
441
$441K 0.01%
+8,913
442
$440K 0.01%
+10,724
443
$439K 0.01%
+137
444
$434K 0.01%
+4,173
445
$434K 0.01%
+14,298
446
$433K 0.01%
+7,152
447
$433K 0.01%
+2,324
448
$431K 0.01%
+4,724
449
$431K 0.01%
+1,919
450
$427K 0.01%
+3,237
16 17
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