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
1351
$990 ﹤0.01%
+95
1352
$986 ﹤0.01%
+34
1353
$974 ﹤0.01%
+55
1354
$929 ﹤0.01%
+38
1355
$892 ﹤0.01%
+30
1356
$886 ﹤0.01%
+25
1357
$882 ﹤0.01%
+14
1358
$882 ﹤0.01%
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1359
$827 ﹤0.01%
+311
1360
$802 ﹤0.01%
+10
1361
$789 ﹤0.01%
+10
1362
$786 ﹤0.01%
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$769 ﹤0.01%
+7
1364
$761 ﹤0.01%
+42
1365
$759 ﹤0.01%
+107
1366
$751 ﹤0.01%
+20
1367
$743 ﹤0.01%
+21
1368
$730 ﹤0.01%
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1369
$730 ﹤0.01%
+42
1370
$718 ﹤0.01%
+37
1371
$707 ﹤0.01%
+223
1372
$694 ﹤0.01%
+71
1373
$684 ﹤0.01%
+11
1374
$674 ﹤0.01%
+171
1375
$669 ﹤0.01%
+24
53 54
55
56 57