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
651
$31.6K ﹤0.01%
+825
652
$31.5K ﹤0.01%
+500
653
$31.5K ﹤0.01%
+1,657
654
$31.2K ﹤0.01%
+776
655
$31.1K ﹤0.01%
+1,626
656
$31K ﹤0.01%
+815
657
$30.8K ﹤0.01%
+1,035
658
$30.5K ﹤0.01%
+3,794
659
$30.2K ﹤0.01%
+697
660
$30.2K ﹤0.01%
+83
661
$30.2K ﹤0.01%
+49
662
$30.1K ﹤0.01%
+224
663
$30.1K ﹤0.01%
+315
664
$29.9K ﹤0.01%
+207
665
$29.9K ﹤0.01%
+1,511
666
$29.9K ﹤0.01%
+512
667
$29.8K ﹤0.01%
+1,091
668
$29.4K ﹤0.01%
+327
669
$29.3K ﹤0.01%
+1,156
670
$29.3K ﹤0.01%
+500
671
$29.3K ﹤0.01%
+3,677
672
$29K ﹤0.01%
+705
673
$28.9K ﹤0.01%
+504
674
$28.7K ﹤0.01%
+1,531
675
$28.6K ﹤0.01%
+1,432
25 26
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