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
551
$290K 0.01%
+2,647
552
$289K 0.01%
+19,172
553
$288K 0.01%
+6,822
554
$288K 0.01%
+5,807
555
$286K 0.01%
+2,962
556
$286K 0.01%
+3,256
557
$286K 0.01%
+12,354
558
$285K 0.01%
+12,405
559
$280K 0.01%
+6,595
560
$279K 0.01%
+23,827
561
$279K 0.01%
+24,735
562
$277K 0.01%
+5,616
563
$277K 0.01%
+2,295
564
$276K 0.01%
+3,240
565
$276K 0.01%
+5,071
566
$275K 0.01%
+5,708
567
$275K 0.01%
+8,120
568
$274K 0.01%
+15,350
569
$271K 0.01%
+2,970
570
$268K 0.01%
+7,544
571
$268K 0.01%
+2,948
572
$267K 0.01%
+6,218
573
$264K ﹤0.01%
+1,424
574
$261K ﹤0.01%
+8,751
575
$261K ﹤0.01%
+8,044
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