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
1751
– –
-1,059
1752
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-3,275
1753
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-4,807
1754
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-8,690
1755
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1756
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-197,057
1757
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-1,633
1758
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-6,521
1759
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-12,399
1760
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-13,559
1761
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-15,890
1762
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-7,479
1763
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-49,637
1764
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-21,923
1765
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-220,832
1766
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-1,424
1767
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-8,576
1768
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1769
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-16,080
1770
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-4,840
1771
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-11,078
1772
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-2,152
1773
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-8,616
1774
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-131,885
1775
– –
-1,020,473
69 70
71
72 73