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
501
$497K 0.01%
+3,321
502
$493K 0.01%
9,264
-519
503
$493K 0.01%
4,377
-360
504
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1,652
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505
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2,873
-42
506
$483K 0.01%
+16,044
507
$482K 0.01%
5,292
+114
508
$481K 0.01%
11,632
+4,405
509
$480K 0.01%
31,383
+13,830
510
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108,908
+18,655
511
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8,927
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512
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7,003
513
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+7,854
514
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5,761
-1,181
515
$468K 0.01%
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516
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517
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50,347
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521
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4,923
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522
$458K 0.01%
7,694
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523
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20,000
524
$456K 0.01%
23,174
+10,232
525
$455K 0.01%
3,377
-300
19 20
21
22 23