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
1626
– –
-11,714
1627
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-92,485
1628
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-159,774
1629
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-698
1630
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-3,186
1631
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-3,237
1632
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-72,492
1633
– –
-15,914
1634
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-4,520
1635
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-14,039
1636
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-3,378
1637
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-12,287
1638
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-41,165
1639
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-1,884
1640
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-126,678
1641
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-363
1642
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-4,164
1643
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-16,333
1644
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-331,078
1645
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-1,700
1646
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-5,094
1647
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-11,217
1648
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-77,049
1649
– –
-24,735
1650
– –
-3,686
64 65
66
67 68