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
1226
$2.12K ﹤0.01%
+76
1227
$2.1K ﹤0.01%
+341
1228
$2.08K ﹤0.01%
+77
1229
$2.06K ﹤0.01%
+94
1230
$2.05K ﹤0.01%
+119
1231
$2.02K ﹤0.01%
+119
1232
$2.02K ﹤0.01%
+153
1233
$2K ﹤0.01%
+500
1234
$1.97K ﹤0.01%
+460
1235
$1.96K ﹤0.01%
+50
1236
$1.94K ﹤0.01%
+190
1237
$1.94K ﹤0.01%
+26
1238
$1.94K ﹤0.01%
+34
1239
$1.93K ﹤0.01%
+20
1240
$1.93K ﹤0.01%
+30
1241
$1.92K ﹤0.01%
+23
1242
$1.92K ﹤0.01%
+48
1243
$1.89K ﹤0.01%
+109
1244
$1.87K ﹤0.01%
+100
1245
$1.86K ﹤0.01%
+189
1246
$1.86K ﹤0.01%
+7
1247
$1.86K ﹤0.01%
+552
1248
$1.86K ﹤0.01%
+38
1249
$1.83K ﹤0.01%
+76
1250
$1.83K ﹤0.01%
+230
48 49
50
51 52