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
1376
$666 ﹤0.01%
+23
1377
$664 ﹤0.01%
+28
1378
$658 ﹤0.01%
+15
1379
$657 ﹤0.01%
+22
1380
$645 ﹤0.01%
+36
1381
$645 ﹤0.01%
+74
1382
$623 ﹤0.01%
+153
1383
$602 ﹤0.01%
+21
1384
$600 ﹤0.01%
+41
1385
$593 ﹤0.01%
+10
1386
$592 ﹤0.01%
+51
1387
$559 ﹤0.01%
+39
1388
$559 ﹤0.01%
+29
1389
$557 ﹤0.01%
+27
1390
$556 ﹤0.01%
+16
1391
$550 ﹤0.01%
+58
1392
$537 ﹤0.01%
+23
1393
$532 ﹤0.01%
+200
1394
$529 ﹤0.01%
+19
1395
$515 ﹤0.01%
+52
1396
$514 ﹤0.01%
+40
1397
$505 ﹤0.01%
+50
1398
$503 ﹤0.01%
+111
1399
$503 ﹤0.01%
+441
1400
$498 ﹤0.01%
+27
54 55
56
57 58