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
851
$11.7K ﹤0.01%
+500
852
$11.6K ﹤0.01%
+154
853
$11.6K ﹤0.01%
+185
854
$11.6K ﹤0.01%
+350
855
$11.5K ﹤0.01%
+247
856
$11.5K ﹤0.01%
+117
857
$11.5K ﹤0.01%
+72
858
$11.5K ﹤0.01%
+37
859
$11.4K ﹤0.01%
+583
860
$11.4K ﹤0.01%
+187
861
$11.3K ﹤0.01%
+190
862
$11.3K ﹤0.01%
+168
863
$11.2K ﹤0.01%
+75
864
$11.2K ﹤0.01%
+303
865
$11.2K ﹤0.01%
+418
866
$11.2K ﹤0.01%
+375
867
$11.2K ﹤0.01%
+265
868
$11.1K ﹤0.01%
+605
869
$10.9K ﹤0.01%
+50
870
$10.9K ﹤0.01%
+1,172
871
$10.8K ﹤0.01%
+73
872
$10.8K ﹤0.01%
+1,020
873
$10.7K ﹤0.01%
+1,505
874
$10.6K ﹤0.01%
+236
875
$10.4K ﹤0.01%
+610
33 34
35
36 37