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
576
$260K ﹤0.01%
+759
577
$260K ﹤0.01%
+2,932
578
$258K ﹤0.01%
+3,762
579
$258K ﹤0.01%
+608
580
$257K ﹤0.01%
+1,123
581
$256K ﹤0.01%
+7,810
582
$256K ﹤0.01%
+430
583
$255K ﹤0.01%
+426
584
$254K ﹤0.01%
+1,638
585
$251K ﹤0.01%
+1,480
586
$249K ﹤0.01%
+698
587
$249K ﹤0.01%
+15,333
588
$246K ﹤0.01%
+1,094
589
$246K ﹤0.01%
+7,486
590
$242K ﹤0.01%
+6,313
591
$242K ﹤0.01%
+23,757
592
$242K ﹤0.01%
+6,809
593
$241K ﹤0.01%
+9,452
594
$239K ﹤0.01%
+2,045
595
$238K ﹤0.01%
+2,162
596
$237K ﹤0.01%
+2,567
597
$237K ﹤0.01%
+29
598
$236K ﹤0.01%
+3,649
599
$236K ﹤0.01%
+9,445
600
$234K ﹤0.01%
+185
22 23
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