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
776
$17.5K ﹤0.01%
+895
777
$17.5K ﹤0.01%
+725
778
$17.5K ﹤0.01%
+340
779
$17K ﹤0.01%
+71
780
$16.8K ﹤0.01%
+250
781
$16.8K ﹤0.01%
+121
782
$16.6K ﹤0.01%
+1,000
783
$16.4K ﹤0.01%
+7,055
784
$16.4K ﹤0.01%
+139
785
$16.3K ﹤0.01%
+441
786
$16.3K ﹤0.01%
+572
787
$16.2K ﹤0.01%
+1,239
788
$16.1K ﹤0.01%
+53
789
$16K ﹤0.01%
+855
790
$16K ﹤0.01%
+1,128
791
$16K ﹤0.01%
+1,224
792
$15.8K ﹤0.01%
+271
793
$15.8K ﹤0.01%
+112
794
$15.7K ﹤0.01%
166
-1,996
795
$15.7K ﹤0.01%
+870
796
$15.7K ﹤0.01%
+156
797
$15.7K ﹤0.01%
+5,085
798
$15.6K ﹤0.01%
+168
799
$15.5K ﹤0.01%
+779
800
$15.4K ﹤0.01%
+258