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
501
$57.9K ﹤0.01%
+522
502
$57.9K ﹤0.01%
+228
503
$57.9K ﹤0.01%
+917
504
$57.8K ﹤0.01%
+1,658
505
$57.8K ﹤0.01%
+722
506
$57.5K ﹤0.01%
+2,958
507
$57.5K ﹤0.01%
+975
508
$57.3K ﹤0.01%
+345
509
$57.2K ﹤0.01%
+4,995
510
$57K ﹤0.01%
+117
511
$56.8K ﹤0.01%
+1,353
512
$56.6K ﹤0.01%
+2,404
513
$56.6K ﹤0.01%
+2,042
514
$56.3K ﹤0.01%
+311
515
$56.2K ﹤0.01%
4,040
-7,960
516
$56.1K ﹤0.01%
+687
517
$56K ﹤0.01%
+1,805
518
$55.9K ﹤0.01%
+2,946
519
$55.6K ﹤0.01%
+834
520
$55.3K ﹤0.01%
+1,615
521
$55.1K ﹤0.01%
+856
522
$54.7K ﹤0.01%
13,146
+226
523
$54.5K ﹤0.01%
+2,595
524
$54.4K ﹤0.01%
+1,355
525
$54.2K ﹤0.01%
+161
19 20
21
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