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
626
$34.6K ﹤0.01%
+313
627
$34.5K ﹤0.01%
+1,800
628
$34.2K ﹤0.01%
+639
629
$34.1K ﹤0.01%
+1,954
630
$33.9K ﹤0.01%
+338
631
$33.9K ﹤0.01%
+693
632
$33.9K ﹤0.01%
+2,350
633
$33.8K ﹤0.01%
+1,838
634
$33.3K ﹤0.01%
+359
635
$33.2K ﹤0.01%
+1,451
636
$33K ﹤0.01%
+1,345
637
$32.9K ﹤0.01%
+394
638
$32.9K ﹤0.01%
+426
639
$32.7K ﹤0.01%
+342
640
$32.7K ﹤0.01%
+1,298
641
$32.7K ﹤0.01%
+836
642
$32.6K ﹤0.01%
+220
643
$32.5K ﹤0.01%
+510
644
$32.5K ﹤0.01%
+1,476
645
$32.4K ﹤0.01%
+105
646
$32.3K ﹤0.01%
+2,131
647
$32K ﹤0.01%
+3,779
648
$31.9K ﹤0.01%
+1,171
649
$31.9K ﹤0.01%
+859
650
$31.8K ﹤0.01%
+2,140
24 25
26
27 28