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
1476
$180 ﹤0.01%
+15
1477
$178 ﹤0.01%
+121
1478
$172 ﹤0.01%
+7
1479
$170 ﹤0.01%
+46
1480
$169 ﹤0.01%
+17
1481
$169 ﹤0.01%
+22
1482
$166 ﹤0.01%
+20
1483
$165 ﹤0.01%
+25
1484
$161 ﹤0.01%
+2
1485
$160 ﹤0.01%
+5
1486
$150 ﹤0.01%
+11
1487
$149 ﹤0.01%
+23
1488
$142 ﹤0.01%
+49
1489
– –
0
1490
$130 ﹤0.01%
+12
1491
$125 ﹤0.01%
+29
1492
$122 ﹤0.01%
+31
1493
$118 ﹤0.01%
+4
1494
$116 ﹤0.01%
+9
1495
$115 ﹤0.01%
+10
1496
$115 ﹤0.01%
+2
1497
$113 ﹤0.01%
81
-515,317
1498
$110 ﹤0.01%
+95
1499
$97 ﹤0.01%
+15
1500
$90 ﹤0.01%
+3
58 59
60
61 62