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
951
$7.2K ﹤0.01%
+473
952
$7.15K ﹤0.01%
+205
953
$6.98K ﹤0.01%
+333
954
$6.9K ﹤0.01%
+200
955
$6.86K ﹤0.01%
+142
956
$6.86K ﹤0.01%
+825
957
$6.82K ﹤0.01%
+68
958
$6.82K ﹤0.01%
+77
959
$6.8K ﹤0.01%
+477
960
$6.77K ﹤0.01%
+327
961
$6.7K ﹤0.01%
+533
962
$6.69K ﹤0.01%
+637
963
$6.68K ﹤0.01%
+505
964
$6.66K ﹤0.01%
+3,158
965
$6.63K ﹤0.01%
+61
966
$6.63K ﹤0.01%
+130
967
$6.62K ﹤0.01%
+156
968
$6.62K ﹤0.01%
+99
969
$6.59K ﹤0.01%
+72
970
$6.54K ﹤0.01%
+115
971
$6.5K ﹤0.01%
+186
972
$6.5K ﹤0.01%
+306
973
$6.45K ﹤0.01%
+73
974
$6.43K ﹤0.01%
+286
975
$6.4K ﹤0.01%
+117
37 38
39
40 41