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
551
$48.5K ﹤0.01%
+309
552
$48.4K ﹤0.01%
+2,189
553
$48K ﹤0.01%
+213
554
$47.9K ﹤0.01%
+676
555
$47.9K ﹤0.01%
+1,119
556
$47.7K ﹤0.01%
+373
557
$47.7K ﹤0.01%
+1,428
558
$47.5K ﹤0.01%
+658
559
$47.5K ﹤0.01%
+422
560
$47.4K ﹤0.01%
+1,049
561
$47.4K ﹤0.01%
+359
562
$47.3K ﹤0.01%
+653
563
$46.3K ﹤0.01%
+2,119
564
$46.1K ﹤0.01%
+509
565
$46K ﹤0.01%
+2,255
566
$45.8K ﹤0.01%
+2,208
567
$45.3K ﹤0.01%
+1,127
568
$44K ﹤0.01%
+1,750
569
$44K ﹤0.01%
+1,658
570
$43.4K ﹤0.01%
+1,503
571
$43.3K ﹤0.01%
+495
572
$43.3K ﹤0.01%
+3,860
573
$43.1K ﹤0.01%
+471
574
$42.9K ﹤0.01%
+840
575
$42.8K ﹤0.01%
+267
21 22
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