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
1251
$1.83K ﹤0.01%
+22
1252
$1.82K ﹤0.01%
+72
1253
$1.81K ﹤0.01%
+450
1254
$1.8K ﹤0.01%
+246
1255
$1.8K ﹤0.01%
+79
1256
$1.79K ﹤0.01%
+71
1257
$1.78K ﹤0.01%
+210
1258
$1.78K ﹤0.01%
+74
1259
$1.75K ﹤0.01%
+50
1260
$1.74K ﹤0.01%
+59
1261
$1.74K ﹤0.01%
+71
1262
$1.73K ﹤0.01%
+43
1263
$1.73K ﹤0.01%
+44
1264
$1.72K ﹤0.01%
+33
1265
$1.68K ﹤0.01%
+51
1266
$1.68K ﹤0.01%
+27
1267
$1.67K ﹤0.01%
+25
1268
$1.67K ﹤0.01%
+23
1269
$1.66K ﹤0.01%
+79
1270
$1.66K ﹤0.01%
+113
1271
$1.64K ﹤0.01%
+41
1272
$1.62K ﹤0.01%
+44
1273
$1.61K ﹤0.01%
+242
1274
$1.6K ﹤0.01%
+31
1275
$1.59K ﹤0.01%
+163
49 50
51
52 53