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
976
$6.33K ﹤0.01%
+44
977
$6.29K ﹤0.01%
+498
978
$6.24K ﹤0.01%
+189
979
$6.21K ﹤0.01%
+556
980
$6.2K ﹤0.01%
+249
981
$6.18K ﹤0.01%
+50
982
$6.17K ﹤0.01%
+276
983
$6.15K ﹤0.01%
+187
984
$6.06K ﹤0.01%
+77
985
$6.03K ﹤0.01%
+504
986
$6.03K ﹤0.01%
+473
987
$6.02K ﹤0.01%
+1,154
988
$6.02K ﹤0.01%
+162
989
$6.02K ﹤0.01%
+56
990
$6K ﹤0.01%
+1,719
991
$5.96K ﹤0.01%
+143
992
$5.86K ﹤0.01%
+279
993
$5.85K ﹤0.01%
+101
994
$5.81K ﹤0.01%
+167
995
$5.8K ﹤0.01%
+508
996
$5.72K ﹤0.01%
+224
997
$5.7K ﹤0.01%
+123
998
$5.68K ﹤0.01%
+148
999
$5.63K ﹤0.01%
+232
1000
$5.6K ﹤0.01%
+231
38 39
40
41 42