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
926
$8.41K ﹤0.01%
+612
927
$8.4K ﹤0.01%
+56
928
$8.36K ﹤0.01%
+231
929
$8.32K ﹤0.01%
+232
930
$8.27K ﹤0.01%
+632
931
$8.26K ﹤0.01%
+680
932
$8.19K ﹤0.01%
+406
933
$8.05K ﹤0.01%
+418
934
$8K ﹤0.01%
+86
935
$7.96K ﹤0.01%
+198
936
$7.85K ﹤0.01%
+136
937
$7.83K ﹤0.01%
+800
938
$7.83K ﹤0.01%
+114
939
$7.79K ﹤0.01%
+104
940
$7.52K ﹤0.01%
+119
941
$7.51K ﹤0.01%
+58
942
$7.45K ﹤0.01%
+639
943
$7.44K ﹤0.01%
+139
944
$7.44K ﹤0.01%
+206
945
$7.44K ﹤0.01%
+143
946
$7.31K ﹤0.01%
+37
947
$7.3K ﹤0.01%
+158
948
$7.29K ﹤0.01%
+231
949
$7.29K ﹤0.01%
+382
950
$7.25K ﹤0.01%
+2,108
36 37
38
39 40