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
526
$454K 0.01%
17,680
+4
527
$453K 0.01%
17,755
528
$453K 0.01%
3,531
-101
529
$451K 0.01%
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530
$451K 0.01%
12,246
+402
531
$450K 0.01%
36,349
+16,038
532
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9,334
-149
533
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2,234
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534
$445K 0.01%
9,330
-120
535
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+11,081
536
$442K 0.01%
8,210
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537
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7,816
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538
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539
$435K 0.01%
8,785
-27,700
540
$434K 0.01%
26,728
+24
541
$431K 0.01%
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542
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80,387
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2,580
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544
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545
$423K 0.01%
5,395
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546
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1,927
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4,869
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548
$406K 0.01%
4,009
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549
$402K 0.01%
30,789
+3,989
550
$399K 0.01%
1,831
-690
20 21
22
23 24