SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.89B
AUM Growth
+$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$31.6M
3
+$29.9M
4
BABA icon
Alibaba
BABA
+$22.1M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$19.8M

Top Sells

1
+$65.2M
2
+$53.3M
3
+$17.7M
4
FIS icon
Fidelity National Information Services
FIS
+$16.4M
5
V icon
Visa
V
+$12.1M

Sector Composition

1 Technology 13.02%
2 Financials 7.43%
3 Healthcare 6.32%
4 Consumer Discretionary 4.59%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$207K ﹤0.01%
+1,936
802
$206K ﹤0.01%
+3,411
803
$206K ﹤0.01%
+6,494
804
$205K ﹤0.01%
+11,548
805
$205K ﹤0.01%
+5,000
806
$204K ﹤0.01%
+3,443
807
$204K ﹤0.01%
3,103
-51
808
$202K ﹤0.01%
+331
809
$202K ﹤0.01%
+2,607
810
$201K ﹤0.01%
+3,896
811
$201K ﹤0.01%
3,775
812
$201K ﹤0.01%
+7,930
813
$200K ﹤0.01%
+846
814
$199K ﹤0.01%
11,878
+753
815
$182K ﹤0.01%
17,850
-2,500
816
$166K ﹤0.01%
4,810
817
$163K ﹤0.01%
13,225
-10,209
818
$154K ﹤0.01%
+36,376
819
$147K ﹤0.01%
1,500
820
$143K ﹤0.01%
3,000
821
$143K ﹤0.01%
32,460
+664
822
$142K ﹤0.01%
+35,674
823
$135K ﹤0.01%
4,360
824
$127K ﹤0.01%
+11,948
825
$117K ﹤0.01%
13,108
31 32
33
34 35