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
1401
$496 ﹤0.01%
+56
1402
$496 ﹤0.01%
+22
1403
$492 ﹤0.01%
+50
1404
$492 ﹤0.01%
+20
1405
$485 ﹤0.01%
+23
1406
$481 ﹤0.01%
+4
1407
$477 ﹤0.01%
+11
1408
$473 ﹤0.01%
+18
1409
$471 ﹤0.01%
+15
1410
$453 ﹤0.01%
+54
1411
$451 ﹤0.01%
+40
1412
$442 ﹤0.01%
+49
1413
$438 ﹤0.01%
+18
1414
$434 ﹤0.01%
+58
1415
$429 ﹤0.01%
+3
1416
$419 ﹤0.01%
+16
1417
$413 ﹤0.01%
+12
1418
$405 ﹤0.01%
+7
1419
$399 ﹤0.01%
+7
1420
$399 ﹤0.01%
+22
1421
$393 ﹤0.01%
+12
1422
$378 ﹤0.01%
+10
1423
$369 ﹤0.01%
+39
1424
$363 ﹤0.01%
+14
1425
$359 ﹤0.01%
+44
55 56
57
58 59