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
676
$28.5K ﹤0.01%
534
-6,546
677
$28.5K ﹤0.01%
+1,004
678
$28.5K ﹤0.01%
+2,447
679
$28.4K ﹤0.01%
+1,294
680
$28.4K ﹤0.01%
+596
681
$28.4K ﹤0.01%
+1,935
682
$28.4K ﹤0.01%
+1,757
683
$28K ﹤0.01%
+160
684
$27.9K ﹤0.01%
+278
685
$27.7K ﹤0.01%
+616
686
$27.6K ﹤0.01%
+1,721
687
$27.6K ﹤0.01%
+316
688
$27.4K ﹤0.01%
2,864
-11,798
689
$27.2K ﹤0.01%
+746
690
$27K ﹤0.01%
+100
691
$26.9K ﹤0.01%
+3,332
692
$26.8K ﹤0.01%
+883
693
$26.8K ﹤0.01%
+121
694
$26.6K ﹤0.01%
+1,838
695
$26.5K ﹤0.01%
+153
696
$26.4K ﹤0.01%
+1,721
697
$26.4K ﹤0.01%
+2,149
698
$26.4K ﹤0.01%
+542
699
$26.3K ﹤0.01%
+3,102
700
$26.2K ﹤0.01%
+345
26 27
28
29 30