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
1276
$1.57K ﹤0.01%
+111
1277
$1.57K ﹤0.01%
+13
1278
$1.55K ﹤0.01%
+64
1279
$1.54K ﹤0.01%
+43
1280
$1.54K ﹤0.01%
+76
1281
$1.53K ﹤0.01%
+312
1282
$1.52K ﹤0.01%
+105
1283
$1.52K ﹤0.01%
+67
1284
$1.51K ﹤0.01%
+118
1285
$1.5K ﹤0.01%
+55
1286
$1.49K ﹤0.01%
+108
1287
$1.48K ﹤0.01%
+182
1288
$1.48K ﹤0.01%
+71
1289
$1.47K ﹤0.01%
+47
1290
$1.46K ﹤0.01%
+127
1291
$1.46K ﹤0.01%
+26
1292
$1.45K ﹤0.01%
+557
1293
$1.44K ﹤0.01%
+43
1294
$1.41K ﹤0.01%
+101
1295
$1.4K ﹤0.01%
+264
1296
$1.39K ﹤0.01%
+16
1297
$1.38K ﹤0.01%
+136
1298
$1.37K ﹤0.01%
+48
1299
$1.36K ﹤0.01%
+28
1300
$1.35K ﹤0.01%
+115
50 51
52
53 54