SW

SVB Wealth Portfolio holdings

AUM $1.52B
1-Year Est. Return 21.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.43%
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
851
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-2,085
852
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853
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-28,677
854
$0 ﹤0.01%
10,000
855
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-17,105
856
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-22,616
857
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-18,163
858
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-8,166
859
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-853
860
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-875
861
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862
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-10,150
863
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-3,682
864
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-94
865
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-200
866
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-1,500
867
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-3,000
868
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869
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870
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-7,308
871
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872
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-4,375
873
– –
-5,206,456
874
– –
-12,806
875
– –
-10,200
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