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

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
751
$19.4K ﹤0.01%
+1,399
752
$19.3K ﹤0.01%
+513
753
$19.3K ﹤0.01%
+192
754
$19.3K ﹤0.01%
47,665
755
$19.2K ﹤0.01%
+248
756
$19.2K ﹤0.01%
+100
757
$19K ﹤0.01%
+387
758
$18.7K ﹤0.01%
+452
759
$18.6K ﹤0.01%
+598
760
$18.5K ﹤0.01%
+652
761
$18.3K ﹤0.01%
+4,428
762
$18.3K ﹤0.01%
+603
763
$18.1K ﹤0.01%
+723
764
$18.1K ﹤0.01%
+564
765
$18K ﹤0.01%
+789
766
$17.9K ﹤0.01%
+256
767
$17.8K ﹤0.01%
+559
768
$17.8K ﹤0.01%
+782
769
$17.8K ﹤0.01%
+369
770
$17.8K ﹤0.01%
+516
771
$17.7K ﹤0.01%
11,584
772
$17.6K ﹤0.01%
+3,894
773
$17.6K ﹤0.01%
+2,145
774
$17.6K ﹤0.01%
+970
775
$17.6K ﹤0.01%
+639