Svb Wealth LLC
CIK Number: 0001626116
5.35B
Market Value
702
# of Holdings
20 months
Avg. Holding Period
0.71%
Win Rate
-8.68%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APP | AppLovin Corpor... | 278.98 | +3.59% | 5.5M | +100.00% | 1.78B | 323.83 | 33.29% |
| 2 | AAPL | Apple Inc. | 213.19 | +0.32% | 1.6M | +54.88K% | 401.89M | 250.16 | 7.51% |
| 3 | MSFT | Microsoft Corpo... | 425.29 | +7.60% | 331.08K | +100.00% | 139.55M | 421.5 | 2.61% |
| 4 | IWY | iShares Russell... | 216.72 | +1.20% | 459.58K | +243.07% | 108.13M | 222.13 | 2.02% |
| 5 | AVGO | Broadcom Inc. | 197.31 | +2.51% | 435.48K | +100.00% | 100.96M | 231.84 | 1.89% |
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