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
626
$210K ﹤0.01%
+2,721
627
$210K ﹤0.01%
+2,235
628
$210K ﹤0.01%
+5,480
629
$209K ﹤0.01%
+3,417
630
$209K ﹤0.01%
+4,422
631
$209K ﹤0.01%
+1,128
632
$208K ﹤0.01%
+2,962
633
$208K ﹤0.01%
+22,455
634
$207K ﹤0.01%
+8,774
635
$207K ﹤0.01%
+493
636
$204K ﹤0.01%
+7,861
637
$204K ﹤0.01%
+1,788
638
$204K ﹤0.01%
+969
639
$204K ﹤0.01%
+2,788
640
$187K ﹤0.01%
+15,028
641
$182K ﹤0.01%
+12,000
642
$178K ﹤0.01%
+19,292
643
$171K ﹤0.01%
+17,374
644
$168K ﹤0.01%
+15,890
645
$163K ﹤0.01%
+13,299
646
$151K ﹤0.01%
+11,625
647
$146K ﹤0.01%
+19,959
648
$139K ﹤0.01%
+28,372
649
$130K ﹤0.01%
+11,021
650
$130K ﹤0.01%
+22,760
24 25
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