SW

SVB Wealth Portfolio holdings

AUM $1.7B
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.27M
3
+$8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.29M
5
ETR icon
Entergy
ETR
+$6.64M

Top Sells

1
+$33.4M
2
+$27.6M
3
+$25.5M
4
TXG icon
10x Genomics
TXG
+$24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.7M

Sector Composition

1 Technology 22.78%
2 Communication Services 15.38%
3 Healthcare 7.95%
4 Financials 6.92%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
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