SW
SVB Wealth Portfolio holdings
AUM
$1.52B
1-Year Est. Return
21.43%
This Fund
S&P 500
1 Year Est. Return
+21.43%
AUM
$2.43B
AUM Growth
-$2.92B
(-55%)
Holding
1,919
Top Buys
| 1 | +$6.23M | |
| 2 | +$2.99M | |
| 3 | +$2.9M | |
| 4 |
Kinder Morgan
KMI
|
+$2.73M |
| 5 |
Applied Materials
AMAT
|
+$2.51M |
Top Sells
| 1 | +$689M | |
| 2 | +$200M | |
| 3 | +$140M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$108M |
| 5 |
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% |