Svb Wealth LLC
CIK Number: 0001626116
117.53B
Market Value
19
# of Holdings
20 months
Avg. Holding Period
25.93%
Win Rate
2.16%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Russell... | 236.12 | -1.99% | 133.96K | -59.98% | 29.48B | 190.2 | 25.08% | |
| 2 | Ishares Trust C... | 96.37 | -0.35% | 204.56K | -72.44% | 20.72B | 98.06 | 17.63% | |
| 3 | Ishares Russell... | 79.52 | +0.01% | 237.75K | -58.95% | 19.32B | 73.22 | 16.44% | |
| 4 | Ishares Trust C... | 71.00 | -0.15% | 190.59K | -62.01% | 14.88B | 67.8 | 12.66% | |
| 5 | Ishares Russell... | 129.61 | -0.48% | 60.72K | -74.06% | 8.03B | 118.89 | 6.83% |
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