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
801
$63K ﹤0.01%
1,938
-2,769
802
$58K ﹤0.01%
4,090
-927
803
$50K ﹤0.01%
3,648
804
$50K ﹤0.01%
20
805
$49K ﹤0.01%
17,052
+3,501
806
$49K ﹤0.01%
529
807
$48K ﹤0.01%
+10,089
808
$45K ﹤0.01%
720
809
$40K ﹤0.01%
+782
810
$37K ﹤0.01%
+780
811
$35K ﹤0.01%
152
812
$32K ﹤0.01%
+357
813
$29K ﹤0.01%
+250
814
$27K ﹤0.01%
+11,609
815
$25K ﹤0.01%
273
-315
816
$25K ﹤0.01%
636
817
$24K ﹤0.01%
1,406
818
$24K ﹤0.01%
640
819
$23K ﹤0.01%
2,000
820
$23K ﹤0.01%
671
821
$21K ﹤0.01%
12,151
-1,467
822
$21K ﹤0.01%
1,551
-2,610
823
$17K ﹤0.01%
+193
824
$16K ﹤0.01%
1,200
825
$13K ﹤0.01%
1,129
31 32
33
34 35