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
1051
$4.46K ﹤0.01%
+459
1052
$4.45K ﹤0.01%
+19
1053
$4.44K ﹤0.01%
+101
1054
$4.44K ﹤0.01%
+200
1055
$4.43K ﹤0.01%
+422
1056
$4.41K ﹤0.01%
+59
1057
$4.4K ﹤0.01%
+235
1058
$4.39K ﹤0.01%
+5,094
1059
$4.38K ﹤0.01%
+96
1060
$4.33K ﹤0.01%
+216
1061
$4.32K ﹤0.01%
+125
1062
$4.31K ﹤0.01%
+25
1063
$4.3K ﹤0.01%
+41
1064
$4.28K ﹤0.01%
+465
1065
$4.27K ﹤0.01%
+706
1066
$4.26K ﹤0.01%
+160
1067
$4.21K ﹤0.01%
+97
1068
$4.21K ﹤0.01%
+61
1069
$4.19K ﹤0.01%
+2,227
1070
$4.18K ﹤0.01%
+52
1071
$4.14K ﹤0.01%
+67
1072
$4.13K ﹤0.01%
+48
1073
$4.1K ﹤0.01%
+115
1074
$4.1K ﹤0.01%
+262
1075
$4.06K ﹤0.01%
+110
41 42
43
44 45