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
1326
$1.22K ﹤0.01%
+217
1327
$1.21K ﹤0.01%
+112
1328
$1.21K ﹤0.01%
+168
1329
$1.19K ﹤0.01%
+45
1330
$1.18K ﹤0.01%
+129
1331
$1.18K ﹤0.01%
+1,059
1332
$1.17K ﹤0.01%
+10
1333
$1.15K ﹤0.01%
+43
1334
$1.14K ﹤0.01%
+57
1335
$1.13K ﹤0.01%
+300
1336
$1.11K ﹤0.01%
+149
1337
$1.1K ﹤0.01%
+8
1338
$1.08K ﹤0.01%
+1,094
1339
$1.08K ﹤0.01%
+73
1340
$1.07K ﹤0.01%
+18
1341
$1.06K ﹤0.01%
+135
1342
$1.06K ﹤0.01%
+15
1343
$1.06K ﹤0.01%
+163
1344
$1.04K ﹤0.01%
+34
1345
$1.04K ﹤0.01%
+18
1346
$1.03K ﹤0.01%
+104
1347
$1.03K ﹤0.01%
+45
1348
$1.03K ﹤0.01%
+23
1349
$1.02K ﹤0.01%
+261
1350
$1.02K ﹤0.01%
+63
52 53
54
55 56