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
176
$1.91M 0.07%
13,225
-1,397
177
$1.91M 0.07%
27,628
+500
178
$1.86M 0.07%
39,430
-8,420
179
$1.85M 0.07%
24,349
-4,021
180
$1.84M 0.07%
21,583
-1,679
181
$1.84M 0.07%
46,230
-150
182
$1.82M 0.07%
36,281
+4,350
183
$1.8M 0.07%
22,857
+304
184
$1.8M 0.07%
5,854
+2,383
185
$1.79M 0.07%
26,141
-13,968
186
$1.78M 0.07%
13,112
-2,206
187
$1.75M 0.07%
25,272
-3,053
188
$1.71M 0.07%
841
+187
189
$1.7M 0.07%
15,448
-1,042
190
$1.7M 0.07%
48,289
+1,241
191
$1.68M 0.06%
25,888
+1,949
192
$1.66M 0.06%
15,768
-511
193
$1.65M 0.06%
37,731
-9,564
194
$1.61M 0.06%
15,514
-960
195
$1.58M 0.06%
36,135
-1,008
196
$1.55M 0.06%
14,405
-103
197
$1.52M 0.06%
8,866
-100
198
$1.51M 0.06%
13,786
-24,772
199
$1.5M 0.06%
25,677
-522
200
$1.5M 0.06%
+41,334
6 7
8
9 10