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
$2.43B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.99M
3
+$2.9M
4
KMI icon
Kinder Morgan
KMI
+$2.73M
5
AMAT icon
Applied Materials
AMAT
+$2.51M

Top Sells

1
+$689M
2
+$200M
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
451
$80.8K ﹤0.01%
+676
452
$80.5K ﹤0.01%
+1,120
453
$80.2K ﹤0.01%
+1,257
454
$80K ﹤0.01%
+987
455
$78.4K ﹤0.01%
+2,534
456
$77.9K ﹤0.01%
+1,116
457
$77.6K ﹤0.01%
+1,221
458
$77.3K ﹤0.01%
+4,364
459
$76.7K ﹤0.01%
+200
460
$76.4K ﹤0.01%
+697
461
$76.1K ﹤0.01%
26,607
462
$74.2K ﹤0.01%
+2,806
463
$73.8K ﹤0.01%
+324
464
$73.2K ﹤0.01%
+2,691
465
$72.1K ﹤0.01%
+1,528
466
$72K ﹤0.01%
+693
467
$70.5K ﹤0.01%
+266
468
$69.9K ﹤0.01%
+309
469
$68.9K ﹤0.01%
+1,307
470
$68.9K ﹤0.01%
+567
471
$68.7K ﹤0.01%
+1,449
472
$68.7K ﹤0.01%
+1,040
473
$68.7K ﹤0.01%
+303
474
$68.2K ﹤0.01%
+7,782
475
$66.8K ﹤0.01%
+2,500
17 18
19
20 21