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
876
$10.3K ﹤0.01%
+123
877
$10.3K ﹤0.01%
+480
878
$10.3K ﹤0.01%
+294
879
$10.3K ﹤0.01%
+178
880
$10.2K ﹤0.01%
+318
881
$9.98K ﹤0.01%
+76
882
$9.98K ﹤0.01%
+317
883
$9.98K ﹤0.01%
+112
884
$9.92K ﹤0.01%
+503
885
$9.87K ﹤0.01%
+352
886
$9.85K ﹤0.01%
+102
887
$9.84K ﹤0.01%
+435
888
$9.79K ﹤0.01%
+84
889
$9.78K ﹤0.01%
+322
890
$9.72K ﹤0.01%
+201
891
$9.71K ﹤0.01%
+95
892
$9.63K ﹤0.01%
+367
893
$9.62K ﹤0.01%
+748
894
$9.45K ﹤0.01%
+1,875
895
$9.43K ﹤0.01%
+27
896
$9.42K ﹤0.01%
+225
897
$9.42K ﹤0.01%
+517
898
$9.39K ﹤0.01%
+223
899
$9.29K ﹤0.01%
+160
900
$9.26K ﹤0.01%
+120
34 35
36
37 38