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
451
$425K 0.01%
+15,537
452
$423K 0.01%
+5,809
453
$423K 0.01%
+30,231
454
$422K 0.01%
+16,700
455
$422K 0.01%
+3,615
456
$422K 0.01%
+5,346
457
$421K 0.01%
+9,620
458
$421K 0.01%
+4,338
459
$419K 0.01%
+6,090
460
$419K 0.01%
+12,074
461
$417K 0.01%
+11,217
462
$417K 0.01%
+5,330
463
$413K 0.01%
+7,276
464
$412K 0.01%
+7,422
465
$411K 0.01%
+4,840
466
$409K 0.01%
+8,105
467
$407K 0.01%
+3,229
468
$407K 0.01%
+5,425
469
$396K 0.01%
+12,890
470
$394K 0.01%
+2,758
471
$392K 0.01%
+34,224
472
$391K 0.01%
+4,084
473
$391K 0.01%
+5,665
474
$390K 0.01%
+8,100
475
$389K 0.01%
+5,755
17 18
19
20 21