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
476
$385K 0.01%
+30,297
477
$385K 0.01%
+2,695
478
$384K 0.01%
+6,521
479
$381K 0.01%
+5,129
480
$379K 0.01%
+11,078
481
$378K 0.01%
+2,622
482
$374K 0.01%
+1,099
483
$372K 0.01%
+767
484
$372K 0.01%
+5,359
485
$371K 0.01%
+6,916
486
$371K 0.01%
+1,740
487
$367K 0.01%
+7,677
488
$366K 0.01%
+5,489
489
$361K 0.01%
+3,378
490
$359K 0.01%
+36,275
491
$358K 0.01%
+4,242
492
$356K 0.01%
+19,513
493
$355K 0.01%
+9,864
494
$354K 0.01%
+4,582
495
$354K 0.01%
+2,152
496
$350K 0.01%
+206
497
$349K 0.01%
+10,585
498
$348K 0.01%
+1,862
499
$345K 0.01%
+4,992
500
$345K 0.01%
+97,329
18 19
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