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
$5.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$747M
2
+$355M
3
+$218M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$69.1M

Top Sells

1
+$758M
2
+$213M
3
+$90.4M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$88.4M
5
AAPL icon
Apple
AAPL
+$66M

Sector Composition

1 Technology 12.45%
2 Healthcare 7.64%
3 Financials 6.5%
4 Consumer Discretionary 3.95%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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665
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666
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