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
501
$344K 0.01%
+4,471
502
$343K 0.01%
+7,224
503
$340K 0.01%
+17,935
504
$340K 0.01%
+34,969
505
$339K 0.01%
+3,337
506
$338K 0.01%
+5,985
507
$337K 0.01%
+3,644
508
$337K 0.01%
+7,479
509
$336K 0.01%
+1,275
510
$335K 0.01%
+2,518
511
$334K 0.01%
+7,352
512
$333K 0.01%
+8,747
513
$333K 0.01%
+6,789
514
$331K 0.01%
+11,073
515
$330K 0.01%
+7,080
516
$329K 0.01%
+3,024
517
$327K 0.01%
+5,427
518
$327K 0.01%
+24,600
519
$325K 0.01%
+1,601
520
$325K 0.01%
+4,386
521
$323K 0.01%
+1,023
522
$323K 0.01%
+3,904
523
$322K 0.01%
+1,967
524
$319K 0.01%
+2,087
525
$318K 0.01%
+7,104
19 20
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