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
1026
$5.03K ﹤0.01%
+139
1027
$4.99K ﹤0.01%
+237
1028
$4.98K ﹤0.01%
+409
1029
$4.98K ﹤0.01%
+68
1030
$4.96K ﹤0.01%
+291
1031
$4.94K ﹤0.01%
+130
1032
$4.85K ﹤0.01%
+30
1033
$4.84K ﹤0.01%
+100
1034
$4.83K ﹤0.01%
+2,030
1035
$4.79K ﹤0.01%
+26
1036
$4.79K ﹤0.01%
+79
1037
$4.77K ﹤0.01%
+61
1038
$4.76K ﹤0.01%
+148
1039
$4.75K ﹤0.01%
+277
1040
$4.74K ﹤0.01%
+61
1041
$4.64K ﹤0.01%
+52
1042
$4.63K ﹤0.01%
+64
1043
$4.61K ﹤0.01%
+290
1044
$4.58K ﹤0.01%
+153
1045
$4.58K ﹤0.01%
+71
1046
$4.57K ﹤0.01%
+1,199
1047
$4.55K ﹤0.01%
+22
1048
$4.52K ﹤0.01%
+83
1049
$4.51K ﹤0.01%
+1,606
1050
$4.51K ﹤0.01%
+244
40 41
42
43 44