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
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$95.4M
3
+$95.3M
4
EBAY icon
eBay
EBAY
+$19.2M
5
AMT icon
American Tower
AMT
+$14.8M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$16M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$158K ﹤0.01%
+13,443
777
$154K ﹤0.01%
18,050
-5,425
778
$139K ﹤0.01%
4,360
779
$133K ﹤0.01%
10,525
-1,000
780
$132K ﹤0.01%
3,000
781
$128K ﹤0.01%
31,796
+4,386
782
$127K ﹤0.01%
+16,062
783
$125K ﹤0.01%
1,500
784
$118K ﹤0.01%
10,558
+378
785
$110K ﹤0.01%
3,043
+43
786
$110K ﹤0.01%
32,337
+8,161
787
$109K ﹤0.01%
19,886
+7,524
788
$108K ﹤0.01%
2,433
+62
789
$107K ﹤0.01%
829
790
$105K ﹤0.01%
30,700
-599
791
$101K ﹤0.01%
2,998
-2,454
792
$94K ﹤0.01%
13,108
793
$93K ﹤0.01%
21,770
794
$83K ﹤0.01%
+16,380
795
$77K ﹤0.01%
24,302
+3,448
796
$72K ﹤0.01%
+20,047
797
$69K ﹤0.01%
19,000
798
$69K ﹤0.01%
3,904
799
$66K ﹤0.01%
6,453
+129
800
$63K ﹤0.01%
+27,542
30 31
32
33 34