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
601
$38K ﹤0.01%
+1,211
602
$38K ﹤0.01%
+1,232
603
$37.9K ﹤0.01%
+610
604
$37.5K ﹤0.01%
+951
605
$37K ﹤0.01%
+1,637
606
$36.8K ﹤0.01%
+4,624
607
$36.4K ﹤0.01%
+703
608
$36.4K ﹤0.01%
+229
609
$36.3K ﹤0.01%
+435
610
$36.2K ﹤0.01%
+79
611
$36K ﹤0.01%
+290
612
$35.9K ﹤0.01%
+235
613
$35.8K ﹤0.01%
+1,224
614
$35.6K ﹤0.01%
+754
615
$35.5K ﹤0.01%
+1,544
616
$35.4K ﹤0.01%
+1,604
617
$35.4K ﹤0.01%
+1,167
618
$35.4K ﹤0.01%
+116
619
$35.4K ﹤0.01%
+190
620
$35.2K ﹤0.01%
+19
621
$35.2K ﹤0.01%
+1,775
622
$35.1K ﹤0.01%
+3,132
623
$35.1K ﹤0.01%
+2,075
624
$34.9K ﹤0.01%
+2,621
625
$34.8K ﹤0.01%
+295
23 24
25
26 27