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

Top Buys

1
+$6.29M
2
+$2.81M
3
+$2.67M
4
NVDA icon
NVIDIA
NVDA
+$2.56M
5
NI icon
NiSource
NI
+$2.31M

Top Sells

1
+$530M
2
+$192M
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
476
$66.2K ﹤0.01%
+2,045
477
$65.5K ﹤0.01%
+422
478
$64.5K ﹤0.01%
2,132
-5,729
479
$64.1K ﹤0.01%
+4,094
480
$63.1K ﹤0.01%
+479
481
$62.7K ﹤0.01%
+826
482
$62.4K ﹤0.01%
+522
483
$62.4K ﹤0.01%
10,962
-2,817
484
$62.3K ﹤0.01%
+2,176
485
$62.1K ﹤0.01%
+526
486
$62K ﹤0.01%
+148
487
$61.5K ﹤0.01%
+922
488
$61.4K ﹤0.01%
+328
489
$61K ﹤0.01%
+46
490
$60.4K ﹤0.01%
+2,808
491
$59.9K ﹤0.01%
+1,102
492
$59.8K ﹤0.01%
+6,618
493
$59.4K ﹤0.01%
+1,167
494
$59.1K ﹤0.01%
+296
495
$59K ﹤0.01%
+750
496
$58.9K ﹤0.01%
+799
497
$58.8K ﹤0.01%
+4,792
498
$58.7K ﹤0.01%
+987
499
$58.5K ﹤0.01%
+954
500
$58.4K ﹤0.01%
+710
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