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
1151
$2.86K ﹤0.01%
+129
1152
$2.84K ﹤0.01%
+83
1153
$2.81K ﹤0.01%
+18
1154
$2.79K ﹤0.01%
+72
1155
$2.77K ﹤0.01%
+74
1156
$2.76K ﹤0.01%
+166
1157
$2.74K ﹤0.01%
+31
1158
$2.74K ﹤0.01%
+43
1159
$2.73K ﹤0.01%
+273
1160
$2.73K ﹤0.01%
+498
1161
$2.72K ﹤0.01%
+629
1162
$2.72K ﹤0.01%
+169
1163
$2.72K ﹤0.01%
+553
1164
$2.71K ﹤0.01%
+130
1165
$2.71K ﹤0.01%
+76
1166
$2.71K ﹤0.01%
+275
1167
$2.68K ﹤0.01%
+82
1168
$2.66K ﹤0.01%
+109
1169
$2.66K ﹤0.01%
+65
1170
$2.66K ﹤0.01%
+53
1171
$2.65K ﹤0.01%
+86
1172
$2.64K ﹤0.01%
+90
1173
$2.64K ﹤0.01%
+252
1174
$2.63K ﹤0.01%
+141
1175
$2.62K ﹤0.01%
+277
45 46
47
48 49