SW
SVB Wealth Portfolio holdings
AUM $2.43B
AUM
$2.43B
AUM Growth
-$2.92B (-55%)
Cap. Flow
-$929M
Cap. Flow % of AUM
-38.18%
Top 10 Holdings %Top 10 Hldgs %
60.94%
Holding
1,919
New
1,158
Increased
78
Reduced
262
Closed
401
Top Buys
| 1 | $6.29M | |
| 2 | $2.81M | |
| 3 | $2.67M | |
| 4 | $2.56M | |
| 5 | $2.31M |
Top Sells
| 1 | $530M | |
| 2 | $192M | |
| 3 | $19.5M | |
| 4 | $12.7M | |
| 5 | $9.12M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $80.8K | 0% | 676 | New | +$80.8K | |||
| $80.5K | 0% | 1,120 | New | +$80.5K | |||
| $80.2K | 0% | 1,257 | New | +$80.2K | |||
| $80K | 0% | 987 | New | +$80K | |||
| $78.4K | 0% | 2,534 | New | +$78.4K | |||
| $77.9K | 0% | 1,116 | New | +$77.9K | |||
| $77.6K | 0% | 1,221 | New | +$77.6K | |||
| $77.3K | 0% | 4,364 | New | +$77.3K | |||
| $76.7K | 0% | 200 | New | +$76.7K | |||
| $76.4K | 0% | 697 | New | +$76.4K | |||
| $76.1K | 0% | 26,607 | – | – | |||
| $74.2K | 0% | 2,806 | New | +$74.2K | |||
| $73.8K | 0% | 324 | New | +$73.8K | |||
| $73.2K | 0% | 2,691 | New | +$73.2K | |||
| $72.1K | 0% | 1,528 | New | +$72.1K | |||
| $72K | 0% | 693 | New | +$72K | |||
| $70.5K | 0% | 266 | New | +$70.5K | |||
| $69.9K | 0% | 309 | New | +$69.9K | |||
| $68.9K | 0% | 1,307 | New | +$68.9K | |||
| $68.9K | 0% | 567 | New | +$68.9K | |||
| $68.7K | 0% | 1,449 | New | +$68.7K | |||
| $68.7K | 0% | 1,040 | New | +$68.7K | |||
| $68.7K | 0% | 303 | New | +$68.7K | |||
| $68.2K | 0% | 7,782 | New | +$68.2K | |||
| $66.9K | 0% | 2,500 | New | +$66.9K |
