SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1 +$747M
2 +$355M
3 +$218M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$69.1M

Top Sells

1 +$758M
2 +$213M
3 +$90.4M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$88.4M
5
AAPL icon
Apple
AAPL
+$66M

Sector Composition

1 Technology 12.45%
2 Healthcare 7.64%
3 Financials 6.5%
4 Consumer Discretionary 3.95%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17K ﹤0.01%
640
577
$14K ﹤0.01%
+1,250
578
$14K ﹤0.01%
1,200
579
$11K ﹤0.01%
1,129
580
$11K ﹤0.01%
103
581
$11K ﹤0.01%
1,068
582
$10K ﹤0.01%
200
583
$10K ﹤0.01%
+415
584
$9K ﹤0.01%
2,021
585
$9K ﹤0.01%
750
586
$9K ﹤0.01%
132
587
$8K ﹤0.01%
+166
588
$8K ﹤0.01%
150
589
$7K ﹤0.01%
212
+134
590
$7K ﹤0.01%
+128
591
$6K ﹤0.01%
489
592
$6K ﹤0.01%
54
593
$6K ﹤0.01%
30
594
$4K ﹤0.01%
91
595
$3K ﹤0.01%
62
596
$3K ﹤0.01%
120
597
$1K ﹤0.01%
+100
598
$1K ﹤0.01%
65
599
$1K ﹤0.01%
81
600
$1K ﹤0.01%
20
-8,052