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
826
$13.1K ﹤0.01%
+186
827
$13.1K ﹤0.01%
+49
828
$13K ﹤0.01%
+284
829
$13K ﹤0.01%
+42
830
$13K ﹤0.01%
+323
831
$13K ﹤0.01%
+100
832
$13K ﹤0.01%
+2,828
833
$12.9K ﹤0.01%
+343
834
$12.9K ﹤0.01%
+326
835
$12.8K ﹤0.01%
+439
836
$12.8K ﹤0.01%
+125
837
$12.7K ﹤0.01%
+1,072
838
$12.6K ﹤0.01%
+261
839
$12.6K ﹤0.01%
+266
840
$12.5K ﹤0.01%
+1,000
841
$12.3K ﹤0.01%
+216
842
$12.2K ﹤0.01%
+669
843
$12.2K ﹤0.01%
+542
844
$12.1K ﹤0.01%
+185
845
$12.1K ﹤0.01%
+304
846
$12K ﹤0.01%
+388
847
$12K ﹤0.01%
+1,540
848
$11.9K ﹤0.01%
+305
849
$11.7K ﹤0.01%
+53
850
$11.7K ﹤0.01%
+150
32 33
34
35 36