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
526
$53.7K ﹤0.01%
+2,293
527
$53.5K ﹤0.01%
+1,257
528
$53.5K ﹤0.01%
+1,113
529
$53.4K ﹤0.01%
1,205
-31,570
530
$53.1K ﹤0.01%
+145
531
$53K ﹤0.01%
+1,224
532
$52.8K ﹤0.01%
+505
533
$52.6K ﹤0.01%
+686
534
$52.4K ﹤0.01%
505
-1,403
535
$51.9K ﹤0.01%
+391
536
$51.9K ﹤0.01%
+1,074
537
$51.8K ﹤0.01%
+1,854
538
$51.4K ﹤0.01%
+485
539
$51.2K ﹤0.01%
305
-823
540
$50.9K ﹤0.01%
+333
541
$50.9K ﹤0.01%
+5,000
542
$50.3K ﹤0.01%
+1,195
543
$49.9K ﹤0.01%
+535
544
$49.7K ﹤0.01%
+356
545
$49.6K ﹤0.01%
+3,279
546
$49.6K ﹤0.01%
+671
547
$48.9K ﹤0.01%
+1,566
548
$48.8K ﹤0.01%
+1,116
549
$48.8K ﹤0.01%
+1,082
550
$48.7K ﹤0.01%
+737
20 21
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