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
1301
$1.35K ﹤0.01%
+190
1302
$1.35K ﹤0.01%
+36
1303
$1.34K ﹤0.01%
+310
1304
$1.34K ﹤0.01%
+16
1305
$1.34K ﹤0.01%
+160
1306
$1.33K ﹤0.01%
+1,121
1307
$1.33K ﹤0.01%
+85
1308
$1.33K ﹤0.01%
+69
1309
$1.32K ﹤0.01%
+201
1310
$1.31K ﹤0.01%
+30
1311
$1.31K ﹤0.01%
+58
1312
$1.3K ﹤0.01%
+116
1313
$1.29K ﹤0.01%
+83
1314
$1.29K ﹤0.01%
+99
1315
$1.28K ﹤0.01%
+72
1316
$1.28K ﹤0.01%
+106
1317
$1.28K ﹤0.01%
+22
1318
$1.27K ﹤0.01%
+147
1319
$1.27K ﹤0.01%
+142
1320
$1.26K ﹤0.01%
+64
1321
$1.25K ﹤0.01%
+7
1322
$1.24K ﹤0.01%
+25
1323
$1.23K ﹤0.01%
+37
1324
$1.23K ﹤0.01%
+75
1325
$1.22K ﹤0.01%
+223
51 52
53
54 55