SW

SVB Wealth Portfolio holdings

AUM $1.52B
1-Year Est. Return 21.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$95.4M
3
+$95.3M
4
EBAY icon
eBay
EBAY
+$19.2M
5
AMT icon
American Tower
AMT
+$14.8M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$16M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$618K 0.01%
+38,694
452
$610K 0.01%
27,987
-40
453
$607K 0.01%
9,432
-476
454
$605K 0.01%
5,647
+24
455
$600K 0.01%
25,582
+27
456
$599K 0.01%
15,407
-2,183
457
$597K 0.01%
8,184
+2,558
458
$590K 0.01%
5,321
+2,413
459
$586K 0.01%
5,831
+1,355
460
$580K 0.01%
4,088
+1,823
461
$580K 0.01%
2,978
-57
462
$575K 0.01%
7,755
+1,042
463
$571K 0.01%
14,581
+3,603
464
$570K 0.01%
23,055
+8,180
465
$567K 0.01%
+10,560
466
$563K 0.01%
19,261
-1,424
467
$563K 0.01%
4,446
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468
$562K 0.01%
+20,000
469
$562K 0.01%
8,801
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470
$558K 0.01%
91,895
471
$558K 0.01%
7,190
+1,025
472
$557K 0.01%
10,330
+68
473
$553K 0.01%
12,525
+347
474
$553K 0.01%
9,813
+4,246
475
$551K 0.01%
11,153
+4,353
17 18
19
20 21