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
1126
$3.16K ﹤0.01%
+421
1127
$3.14K ﹤0.01%
+125
1128
$3.13K ﹤0.01%
+54
1129
$3.09K ﹤0.01%
+82
1130
$3.08K ﹤0.01%
+818
1131
$3.08K ﹤0.01%
+294
1132
$3.06K ﹤0.01%
+509
1133
$3.04K ﹤0.01%
+1,040
1134
$3.03K ﹤0.01%
+62
1135
$3.02K ﹤0.01%
+445
1136
$3.02K ﹤0.01%
+22
1137
$3.01K ﹤0.01%
+572
1138
$3K ﹤0.01%
+28
1139
$3K ﹤0.01%
+72
1140
$2.98K ﹤0.01%
+109
1141
$2.95K ﹤0.01%
+123
1142
$2.94K ﹤0.01%
+26
1143
$2.92K ﹤0.01%
+218
1144
$2.9K ﹤0.01%
+181
1145
$2.89K ﹤0.01%
+52
1146
$2.89K ﹤0.01%
+89
1147
$2.89K ﹤0.01%
+393
1148
$2.87K ﹤0.01%
+110
1149
$2.87K ﹤0.01%
+158
1150
$2.86K ﹤0.01%
+219
44 45
46
47 48