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
576
$42.5K ﹤0.01%
+1,000
577
$42.4K ﹤0.01%
+1,995
578
$42.4K ﹤0.01%
+471
579
$42.2K ﹤0.01%
+6,410
580
$42.2K ﹤0.01%
+1,115
581
$41.5K ﹤0.01%
1,537
-7,237
582
$41.4K ﹤0.01%
+267
583
$41.2K ﹤0.01%
+633
584
$41.1K ﹤0.01%
+4,718
585
$40.8K ﹤0.01%
+184
586
$40.7K ﹤0.01%
+808
587
$40.5K ﹤0.01%
+649
588
$40.3K ﹤0.01%
+252
589
$39.6K ﹤0.01%
+387
590
$39.4K ﹤0.01%
+426
591
$39.4K ﹤0.01%
+756
592
$39.2K ﹤0.01%
+648
593
$39.1K ﹤0.01%
+602
594
$38.7K ﹤0.01%
+500
595
$38.6K ﹤0.01%
+300
596
$38.5K ﹤0.01%
+1,921
597
$38.4K ﹤0.01%
+1,613
598
$38.3K ﹤0.01%
+501
599
$38.2K ﹤0.01%
+154
600
$38.1K ﹤0.01%
+1,087
22 23
24
25 26