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
$7.47B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$397M
2
+$393M
3
+$390M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$251M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$189M

Top Sells

1
+$18.7M
2
+$17.7M
3
+$17.6M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
HII icon
Huntington Ingalls Industries
HII
+$16.2M

Sector Composition

1 Technology 15.04%
2 Healthcare 7.07%
3 Financials 6.85%
4 Industrials 4.33%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$50K ﹤0.01%
1,784
702
$48K ﹤0.01%
3,648
703
$46K ﹤0.01%
3,326
704
$46K ﹤0.01%
12,161
-22,577
705
$45K ﹤0.01%
529
706
$41K ﹤0.01%
152
707
$39K ﹤0.01%
782
708
$38K ﹤0.01%
+11,044
709
$34K ﹤0.01%
631
-4,090
710
$28K ﹤0.01%
640
711
$28K ﹤0.01%
126
712
$28K ﹤0.01%
419
713
$25K ﹤0.01%
248
714
$20K ﹤0.01%
2,000
715
$19K ﹤0.01%
474
716
$18K ﹤0.01%
1,551
717
$18K ﹤0.01%
112
718
$17K ﹤0.01%
200
719
$16K ﹤0.01%
577
720
$15K ﹤0.01%
+624
721
$14K ﹤0.01%
200
722
$14K ﹤0.01%
1,200
723
$12K ﹤0.01%
1,129
724
$11K ﹤0.01%
38
725
$10K ﹤0.01%
54
27 28
29
30 31