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
701
$26.1K ﹤0.01%
+475
702
$26K ﹤0.01%
+352
703
$26K ﹤0.01%
+642
704
$25.9K ﹤0.01%
4,817
-17,943
705
$25.6K ﹤0.01%
+129
706
$25.6K ﹤0.01%
+814
707
$25.4K ﹤0.01%
+1,055
708
$25.3K ﹤0.01%
+1,658
709
$25.3K ﹤0.01%
+253
710
$24.9K ﹤0.01%
+1,485
711
$24.8K ﹤0.01%
+730
712
$24.6K ﹤0.01%
+469
713
$24.5K ﹤0.01%
+755
714
$24.5K ﹤0.01%
+1,749
715
$24.4K ﹤0.01%
316
-12,500
716
$24.4K ﹤0.01%
+490
717
$24.3K ﹤0.01%
+500
718
$24.3K ﹤0.01%
+181
719
$24K ﹤0.01%
+414
720
$24K ﹤0.01%
+290
721
$23.9K ﹤0.01%
+541
722
$23.5K ﹤0.01%
+517
723
$23.2K ﹤0.01%
+3,262
724
$23.2K ﹤0.01%
+1,631
725
$22.8K ﹤0.01%
+239
27 28
29
30 31