SW
SVB Wealth Portfolio holdings
AUM
$1.87B
1-Year Return
63.48%
This Quarter Return
+10.71%
1 Year Return
+63.48%
3 Year Return
+166.61%
5 Year Return
+235.62%
10 Year Return
+462.37%
AUM
$6.81B
AUM Growth
+$749M
(+12%)
Cap. Flow
+$160M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
49.08%
Holding
904
New
149
Increased
372
Reduced
232
Closed
42
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$46.4M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$46M |
| 3 |
Amazon
AMZN
|
+$17.2M |
| 4 |
IDEX
IEX
|
+$17.2M |
| 5 |
Bank of New York Mellon
BK
|
+$14.5M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$40.8M |
| 2 |
Apple
AAPL
|
+$23.8M |
| 3 |
Chubb
CB
|
+$13.3M |
| 4 |
Analog Devices
ADI
|
+$11.7M |
| 5 |
Chevron
CVX
|
+$10.1M |
Sector Composition
| 1 | Technology | 13.46% |
| 2 | Financials | 6.8% |
| 3 | Healthcare | 6.79% |
| 4 | Consumer Discretionary | 4.42% |
| 5 | Industrials | 4.14% |
