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
426
$89.9K ﹤0.01%
+266
427
$89.6K ﹤0.01%
1,283
-2,366
428
$89.5K ﹤0.01%
+569
429
$88.7K ﹤0.01%
+1,014
430
$87.7K ﹤0.01%
+905
431
$87.2K ﹤0.01%
+447
432
$86.9K ﹤0.01%
+1,674
433
$86.9K ﹤0.01%
+1,080
434
$86.5K ﹤0.01%
3,903
-6,586
435
$86.1K ﹤0.01%
+532
436
$86K ﹤0.01%
+793
437
$85.6K ﹤0.01%
+2,188
438
$85.3K ﹤0.01%
+2,492
439
$85.2K ﹤0.01%
+2,700
440
$85.2K ﹤0.01%
938
-1,670
441
$84.9K ﹤0.01%
+386
442
$84.1K ﹤0.01%
+830
443
$83.9K ﹤0.01%
+5,905
444
$82.8K ﹤0.01%
+3,733
445
$82.6K ﹤0.01%
+493
446
$82.3K ﹤0.01%
+504
447
$82K ﹤0.01%
+972
448
$81.7K ﹤0.01%
+2,250
449
$81.6K ﹤0.01%
+1,528
450
$80.8K ﹤0.01%
+840
16 17
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