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
1076
$4.05K ﹤0.01%
+154
1077
$4.03K ﹤0.01%
+276
1078
$3.98K ﹤0.01%
+228
1079
$3.96K ﹤0.01%
+450
1080
$3.94K ﹤0.01%
+2,481
1081
$3.91K ﹤0.01%
+206
1082
$3.91K ﹤0.01%
+99
1083
$3.88K ﹤0.01%
+31
1084
$3.84K ﹤0.01%
+73
1085
$3.83K ﹤0.01%
+131
1086
$3.81K ﹤0.01%
+391
1087
$3.76K ﹤0.01%
+59
1088
$3.76K ﹤0.01%
+161
1089
$3.76K ﹤0.01%
+44
1090
$3.73K ﹤0.01%
+185
1091
$3.71K ﹤0.01%
+1,509
1092
$3.71K ﹤0.01%
+350
1093
$3.71K ﹤0.01%
+168
1094
$3.69K ﹤0.01%
+99
1095
$3.65K ﹤0.01%
+43
1096
$3.65K ﹤0.01%
+1,337
1097
$3.63K ﹤0.01%
+86
1098
$3.53K ﹤0.01%
+90
1099
$3.51K ﹤0.01%
+43
1100
$3.48K ﹤0.01%
+1,540
42 43
44
45 46