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
526
$315K 0.01%
+69,154
527
$315K 0.01%
+1,102
528
$313K 0.01%
+4,789
529
$312K 0.01%
+5,492
530
$312K 0.01%
+3,097
531
$310K 0.01%
+1,633
532
$308K 0.01%
+1,096
533
$308K 0.01%
+9,806
534
$307K 0.01%
+4,147
535
$307K 0.01%
+5,207
536
$306K 0.01%
+5,683
537
$303K 0.01%
+1,696
538
$303K 0.01%
+4,631
539
$300K 0.01%
+18,981
540
$300K 0.01%
+888
541
$299K 0.01%
+1,840
542
$298K 0.01%
+3,117
543
$297K 0.01%
+20,494
544
$296K 0.01%
+1,310
545
$293K 0.01%
+4,986
546
$292K 0.01%
+12,450
547
$292K 0.01%
+2,213
548
$291K 0.01%
+1,354
549
$291K 0.01%
+5,845
550
$290K 0.01%
+13,216
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