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
551
$398K 0.01%
956
+277
552
$396K 0.01%
1,608
+15
553
$394K 0.01%
1,421
+23
554
$394K 0.01%
+3,432
555
$393K 0.01%
3,815
-11
556
$392K 0.01%
6,982
557
$391K 0.01%
9,195
+2,138
558
$390K 0.01%
5,208
-137
559
$390K 0.01%
10,714
+1,817
560
$388K 0.01%
19,286
-1,024
561
$386K 0.01%
13,395
-2,233
562
$385K 0.01%
20,005
+3,303
563
$385K 0.01%
1,416
+220
564
$385K 0.01%
+10,155
565
$385K 0.01%
+4,134
566
$378K 0.01%
+4,223
567
$378K 0.01%
4,102
+424
568
$375K 0.01%
5,216
+264
569
$375K 0.01%
4,780
+4
570
$372K 0.01%
8,561
+537
571
$371K 0.01%
3,275
+85
572
$371K 0.01%
2,710
+465
573
$370K 0.01%
2,499
+71
574
$369K 0.01%
+21,429
575
$369K 0.01%
47,500
21 22
23
24 25