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
1001
$5.58K ﹤0.01%
+189
1002
$5.56K ﹤0.01%
+351
1003
$5.51K ﹤0.01%
+140
1004
$5.47K ﹤0.01%
+928
1005
$5.46K ﹤0.01%
+189
1006
$5.46K ﹤0.01%
+91
1007
$5.44K ﹤0.01%
+55
1008
$5.38K ﹤0.01%
+81
1009
$5.37K ﹤0.01%
+47
1010
$5.36K ﹤0.01%
+1,780
1011
$5.35K ﹤0.01%
+3,962
1012
$5.32K ﹤0.01%
+429
1013
$5.32K ﹤0.01%
+106
1014
$5.3K ﹤0.01%
+66
1015
$5.29K ﹤0.01%
+64
1016
$5.24K ﹤0.01%
+172
1017
$5.22K ﹤0.01%
+154
1018
$5.17K ﹤0.01%
+195
1019
$5.16K ﹤0.01%
+41
1020
$5.15K ﹤0.01%
+206
1021
$5.14K ﹤0.01%
+195
1022
$5.11K ﹤0.01%
+70
1023
$5.07K ﹤0.01%
+132
1024
$5.05K ﹤0.01%
+2,500
1025
$5.05K ﹤0.01%
+294
39 40
41
42 43