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
1201
$2.33K ﹤0.01%
+40
1202
$2.33K ﹤0.01%
+90
1203
$2.3K ﹤0.01%
+142
1204
$2.3K ﹤0.01%
+65
1205
$2.29K ﹤0.01%
+172
1206
$2.29K ﹤0.01%
+86
1207
$2.29K ﹤0.01%
+227
1208
$2.26K ﹤0.01%
+73
1209
$2.25K ﹤0.01%
+200
1210
$2.22K ﹤0.01%
+42
1211
$2.21K ﹤0.01%
+598
1212
$2.2K ﹤0.01%
+98
1213
$2.2K ﹤0.01%
+218
1214
$2.17K ﹤0.01%
+161
1215
$2.16K ﹤0.01%
+33
1216
$2.15K ﹤0.01%
+48
1217
$2.15K ﹤0.01%
+29
1218
$2.15K ﹤0.01%
+45
1219
$2.14K ﹤0.01%
+73
1220
$2.14K ﹤0.01%
+14
1221
$2.14K ﹤0.01%
+196
1222
$2.14K ﹤0.01%
+54
1223
$2.14K ﹤0.01%
+1,158
1224
$2.13K ﹤0.01%
+232
1225
$2.13K ﹤0.01%
+308
47 48
49
50 51