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
1101
$3.46K ﹤0.01%
+438
1102
$3.44K ﹤0.01%
+501
1103
$3.44K ﹤0.01%
+154
1104
$3.44K ﹤0.01%
+176
1105
$3.44K ﹤0.01%
+33
1106
$3.43K ﹤0.01%
+586
1107
$3.43K ﹤0.01%
+122
1108
$3.39K ﹤0.01%
+505
1109
$3.39K ﹤0.01%
+274
1110
$3.38K ﹤0.01%
+109
1111
$3.35K ﹤0.01%
+45
1112
$3.34K ﹤0.01%
+135
1113
$3.32K ﹤0.01%
+162
1114
$3.32K ﹤0.01%
+33
1115
$3.29K ﹤0.01%
+56
1116
$3.29K ﹤0.01%
+520
1117
$3.28K ﹤0.01%
+382
1118
$3.27K ﹤0.01%
+12
1119
$3.26K ﹤0.01%
+56
1120
$3.26K ﹤0.01%
+153
1121
$3.25K ﹤0.01%
+47
1122
$3.23K ﹤0.01%
+539
1123
$3.23K ﹤0.01%
+218
1124
$3.2K ﹤0.01%
+109
1125
$3.19K ﹤0.01%
+53
43 44
45
46 47