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
901
$9.25K ﹤0.01%
+105
902
$9.24K ﹤0.01%
+4,000
903
$9.23K ﹤0.01%
+42
904
$9.13K ﹤0.01%
+48
905
$9.12K ﹤0.01%
+426
906
$9.1K ﹤0.01%
+424
907
$8.98K ﹤0.01%
+414
908
$8.98K ﹤0.01%
+97
909
$8.96K ﹤0.01%
+127
910
$8.93K ﹤0.01%
+535
911
$8.82K ﹤0.01%
+827
912
$8.76K ﹤0.01%
+1,068
913
$8.72K ﹤0.01%
+222
914
$8.68K ﹤0.01%
+681
915
$8.68K ﹤0.01%
+248
916
$8.65K ﹤0.01%
+1,183
917
$8.57K ﹤0.01%
+50
918
$8.55K ﹤0.01%
+250
919
$8.53K ﹤0.01%
+87
920
$8.5K ﹤0.01%
+199
921
$8.5K ﹤0.01%
+235
922
$8.5K ﹤0.01%
+85
923
$8.48K ﹤0.01%
+67
924
$8.46K ﹤0.01%
+443
925
$8.42K ﹤0.01%
+518
35 36
37
38 39