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
1176
$2.62K ﹤0.01%
+250
1177
$2.61K ﹤0.01%
+335
1178
$2.58K ﹤0.01%
+530
1179
$2.58K ﹤0.01%
+355
1180
$2.57K ﹤0.01%
+363
1181
$2.55K ﹤0.01%
496
-10,540
1182
$2.52K ﹤0.01%
+33
1183
$2.5K ﹤0.01%
+421
1184
$2.49K ﹤0.01%
+272
1185
$2.48K ﹤0.01%
+46
1186
$2.48K ﹤0.01%
+43
1187
$2.46K ﹤0.01%
+323
1188
$2.46K ﹤0.01%
+807
1189
$2.46K ﹤0.01%
+281
1190
$2.46K ﹤0.01%
+170
1191
$2.46K ﹤0.01%
+365
1192
$2.43K ﹤0.01%
+93
1193
$2.42K ﹤0.01%
+23
1194
$2.4K ﹤0.01%
+1,077
1195
$2.38K ﹤0.01%
+138
1196
$2.38K ﹤0.01%
+334
1197
$2.38K ﹤0.01%
+44
1198
$2.38K ﹤0.01%
+74
1199
$2.35K ﹤0.01%
+22
1200
$2.35K ﹤0.01%
+202
46 47
48
49 50