SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$15.6M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$293K ﹤0.01%
3,075
652
$291K ﹤0.01%
10,860
-3,500
653
$290K ﹤0.01%
2,620
+530
654
$289K ﹤0.01%
+15,000
655
$288K ﹤0.01%
15,342
+4,565
656
$288K ﹤0.01%
2,000
657
$287K ﹤0.01%
5,624
-1,225
658
$286K ﹤0.01%
2,284
-38
659
$285K ﹤0.01%
3,265
-125
660
$282K ﹤0.01%
+4,280
661
$282K ﹤0.01%
+5,291
662
$280K ﹤0.01%
20,078
+8,852
663
$280K ﹤0.01%
1,493
+3
664
$280K ﹤0.01%
+6,072
665
$278K ﹤0.01%
+8,753
666
$277K ﹤0.01%
16,334
-38,796
667
$277K ﹤0.01%
+838
668
$277K ﹤0.01%
5,000
669
$275K ﹤0.01%
7,691
+1,424
670
$275K ﹤0.01%
3,910
+177
671
$275K ﹤0.01%
23,434
672
$274K ﹤0.01%
+24,375
673
$273K ﹤0.01%
5,496
-1,125
674
$273K ﹤0.01%
827
675
$273K ﹤0.01%
6,052
25 26
27
28 29