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

Top Sells

1
+$530M
2
+$192M
3
+$140M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$108M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$98.9M

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
801
$15.3K ﹤0.01%
+392
802
$15.3K ﹤0.01%
+265
803
$15.3K ﹤0.01%
+576
804
$15.3K ﹤0.01%
+201
805
$15.2K ﹤0.01%
+345
806
$15.1K ﹤0.01%
+7,282
807
$15.1K ﹤0.01%
+258
808
$15.1K ﹤0.01%
+2,503
809
$14.9K ﹤0.01%
+312
810
$14.5K ﹤0.01%
+836
811
$14.3K ﹤0.01%
+419
812
$14.3K ﹤0.01%
+272
813
$14.2K ﹤0.01%
+6,683
814
$14.1K ﹤0.01%
+948
815
$14.1K ﹤0.01%
+789
816
$13.9K ﹤0.01%
+212
817
$13.9K ﹤0.01%
+57
818
$13.8K ﹤0.01%
+108
819
$13.7K ﹤0.01%
+50
820
$13.7K ﹤0.01%
+255
821
$13.6K ﹤0.01%
+293
822
$13.5K ﹤0.01%
+356
823
$13.4K ﹤0.01%
+302
824
$13.2K ﹤0.01%
+672
825
$13.2K ﹤0.01%
+209
31 32
33
34 35