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
651
$127K ﹤0.01%
+14,662
652
$127K ﹤0.01%
+13,559
653
$123K ﹤0.01%
+14,520
654
$122K ﹤0.01%
+11,820
655
$121K ﹤0.01%
+12,644
656
$112K ﹤0.01%
+41,165
657
$101K ﹤0.01%
+26,607
658
$96.5K ﹤0.01%
+14,207
659
$94.8K ﹤0.01%
+16,374
660
$82.4K ﹤0.01%
+15,056
661
$81.8K ﹤0.01%
+12,568
662
$78.7K ﹤0.01%
+6,288
663
$76.7K ﹤0.01%
+5,526
664
$68.1K ﹤0.01%
+13,779
665
$67.5K ﹤0.01%
+15,247
666
$67.1K ﹤0.01%
+12,920
667
$50.6K ﹤0.01%
+11,342
668
$49.1K ﹤0.01%
+11,036
669
$48.8K ﹤0.01%
+10,765
670
$42.4K ﹤0.01%
+11,771
671
$39.7K ﹤0.01%
+10,287
672
$36.1K ﹤0.01%
+47,665
673
$27.5K ﹤0.01%
+11,584
674
$21.9K ﹤0.01%
+11,985
675
$13.8K ﹤0.01%
+13,809
24 25 26
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