SW

SVB Wealth Portfolio holdings

AUM $1.7B
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
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
476
$549K 0.01%
6,059
-97
477
$547K 0.01%
9,307
+3,698
478
$545K 0.01%
19,827
-143
479
$543K 0.01%
5,945
-551
480
$536K 0.01%
6,112
-560
481
$536K 0.01%
7,216
+1,244
482
$536K 0.01%
+10,753
483
$532K 0.01%
+9,905
484
$532K 0.01%
11,330
+2,102
485
$523K 0.01%
1,535
+12
486
$520K 0.01%
10,237
-700
487
$520K 0.01%
2,680
-53
488
$516K 0.01%
7,033
-1,670
489
$514K 0.01%
28,935
-1,844
490
$513K 0.01%
4,345
-615
491
$511K 0.01%
6,214
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492
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12,296
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493
$508K 0.01%
8,709
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494
$507K 0.01%
12,500
495
$505K 0.01%
11,082
-2,192
496
$505K 0.01%
5,993
-200
497
$505K 0.01%
77,664
+34,182
498
$504K 0.01%
55,783
+24,561
499
$502K 0.01%
8,487
-560
500
$500K 0.01%
7,528
18 19
20
21 22