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
1426
$356 ﹤0.01%
+15
1427
$344 ﹤0.01%
+10
1428
$343 ﹤0.01%
+13
1429
$340 ﹤0.01%
+1,000
1430
$336 ﹤0.01%
+26
1431
$335 ﹤0.01%
+27
1432
$332 ﹤0.01%
+1
1433
$332 ﹤0.01%
+27
1434
$330 ﹤0.01%
+79
1435
$327 ﹤0.01%
+18
1436
$325 ﹤0.01%
+14
1437
$324 ﹤0.01%
+8
1438
$320 ﹤0.01%
+231
1439
$317 ﹤0.01%
+110
1440
$317 ﹤0.01%
+50
1441
$316 ﹤0.01%
+111
1442
$315 ﹤0.01%
+22
1443
$311 ﹤0.01%
+19
1444
$309 ﹤0.01%
+57
1445
$306 ﹤0.01%
+8
1446
$301 ﹤0.01%
+148
1447
$297 ﹤0.01%
+72
1448
$296 ﹤0.01%
+24
1449
$285 ﹤0.01%
+28
1450
$282 ﹤0.01%
+172
56 57
58
59 60