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
$118M
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$459M
2
+$387M
3
+$158M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107M
5
AVGO icon
Broadcom
AVGO
+$74.3M

Sector Composition

1 Technology 0.58%
2 Financials 0.42%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-463,020
502
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503
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504
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-13,933
505
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506
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-13,444
507
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-14,008
508
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-18,587
509
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-129,854
510
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-45,000
511
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-12,677
512
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-10,810
513
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-78,678
514
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-604
515
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-10,703
516
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-4,119
517
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-10,884
518
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-66,727
519
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-86,707
520
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521
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-9,734
522
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-7,192
523
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-2,857
524
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-3,181
525
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-3,908
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