SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
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
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

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
+$15.6M

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
501
$500K 0.01%
7,528
502
$497K 0.01%
+3,321
503
$493K 0.01%
6,981
-391
504
$493K 0.01%
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505
$493K 0.01%
1,652
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506
$485K 0.01%
2,873
-42
507
$483K 0.01%
+16,044
508
$482K 0.01%
5,292
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509
$481K 0.01%
11,632
+4,405
510
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31,383
+13,830
511
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108,908
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512
$473K 0.01%
8,927
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513
$473K 0.01%
7,003
514
$470K 0.01%
+7,854
515
$470K 0.01%
5,761
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516
$468K 0.01%
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517
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518
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66,246
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519
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520
$462K 0.01%
5,909
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521
$461K 0.01%
50,347
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522
$460K 0.01%
4,923
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523
$458K 0.01%
7,694
+512
524
$456K 0.01%
23,174
+10,232
525
$456K 0.01%
10,000
19 20
21
22 23