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
$2.61B
AUM Growth
+$740K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$35.4M
3
+$14.2M
4
SKX
Skechers
SKX
+$11.7M
5
AMZN icon
Amazon
AMZN
+$9.31M

Top Sells

1
+$12.5M
2
+$12.1M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$11.4M
5
GILD icon
Gilead Sciences
GILD
+$8.7M

Sector Composition

1 Technology 21.09%
2 Financials 16.5%
3 Healthcare 15.63%
4 Consumer Discretionary 9.78%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.5M 0.1%
87,397
+411
152
$2.49M 0.1%
41,152
-115
153
$2.48M 0.1%
18,667
-6,635
154
$2.44M 0.09%
88,736
-7,145
155
$2.43M 0.09%
46,500
156
$2.42M 0.09%
37,420
-1,050
157
$2.38M 0.09%
51,023
-4,785
158
$2.34M 0.09%
32,159
-2,460
159
$2.34M 0.09%
10,728
-1,300
160
$2.33M 0.09%
13,721
-125
161
$2.26M 0.09%
24,545
-35,282
162
$2.23M 0.09%
28,188
-2,223
163
$2.22M 0.09%
28,873
-776
164
$2.2M 0.08%
20,687
-2,966
165
$2.14M 0.08%
82,989
-2,732
166
$2.13M 0.08%
120,338
-11,439
167
$2.11M 0.08%
76,626
-2,895
168
$2.1M 0.08%
75,940
+230
169
$2.08M 0.08%
18,632
-3,451
170
$2.07M 0.08%
32,926
-90,858
171
$2.07M 0.08%
50,085
-7,040
172
$2.02M 0.08%
47,050
-3,278
173
$2.02M 0.08%
29,520
-4,230
174
$1.98M 0.08%
32,569
-2,971
175
$1.92M 0.07%
34,275
-10,309
5 6
7
8 9