SW

SVB Wealth Portfolio holdings

AUM $1.7B
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$95.4M
3
+$95.3M
4
EBAY icon
eBay
EBAY
+$19.2M
5
AMT icon
American Tower
AMT
+$14.8M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$16M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.9M 0.05%
30,230
-433
177
$3.9M 0.05%
72,160
-176
178
$3.84M 0.05%
20,341
-411
179
$3.83M 0.05%
79,317
-2,943
180
$3.82M 0.05%
43,014
-6,142
181
$3.63M 0.05%
69,510
+1,930
182
$3.6M 0.05%
16,765
+1,345
183
$3.53M 0.05%
11,738
-901
184
$3.47M 0.05%
30,493
+1,021
185
$3.46M 0.05%
49,284
-4,688
186
$3.42M 0.05%
14,080
+482
187
$3.4M 0.05%
32,070
-1,580
188
$3.34M 0.05%
74,769
+14,699
189
$3.33M 0.05%
249,200
-20,120
190
$3.32M 0.05%
+12,739
191
$3.25M 0.05%
84,908
+123
192
$3.23M 0.05%
49,313
-211
193
$3.21M 0.04%
831,416
194
$3.21M 0.04%
22,659
-687
195
$3.19M 0.04%
16,095
-5
196
$3.17M 0.04%
6,955
+16
197
$3.16M 0.04%
50,165
-4,527
198
$3.16M 0.04%
+114,334
199
$3.12M 0.04%
232,694
200
$3.08M 0.04%
125,380
-6,214
6 7
8
9 10