We are live on ! Find out more
SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $245M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.91M
3
+$2.81M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$2.08M
5
IDEF
iShares Defense Industrials Active ETF
IDEF
+$2.07M

Top Sells

1
+$4.03M
2
+$1.75M
3
+$1.71M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.14M

Sector Composition

1 Technology 20.15%
2 Consumer Staples 0.44%
3 Healthcare 0.36%
4 Financials 0.31%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGEB icon
26
iShares Investment Grade Systematic Bond ETF
IGEB
$1.36B
$2.15M 0.88%
47,666
-11,386
BLCR icon
27
BlackRock Large Cap Core ETF
BLCR
$6B
$2M 0.81%
+48,631
IDEF
28
iShares Defense Industrials Active ETF
IDEF
$3.92B
$1.94M 0.79%
+59,372
HYD icon
29
VanEck High Yield Muni ETF
HYD
$4.39B
$1.8M 0.73%
35,823
+6,852
IAU icon
30
iShares Gold Trust
IAU
$65.4B
$1.59M 0.65%
18,089
-19,030
IXUS icon
31
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$1.57M 0.64%
18,131
-14,325
SCMB icon
32
Schwab Municipal Bond ETF
SCMB
$3.87B
$1.46M 0.6%
57,291
+25,291
ESGU icon
33
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$1.38M 0.56%
9,784
-128
SYSB
34
iShares Systematic Bond ETF
SYSB
$1.12B
$1.33M 0.54%
15,000
+5,528
SCHZ icon
35
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$1.25M 0.51%
53,811
-501
MUB icon
36
iShares National Muni Bond ETF
MUB
$45.3B
$1.23M 0.5%
11,594
-965
COST icon
37
Costco
COST
$436B
$1.07M 0.44%
1,077
+1
IYW icon
38
iShares US Technology ETF
IYW
$24.3B
$1.06M 0.43%
5,839
-1,078
CALI
39
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$381M
$1.04M 0.43%
20,687
+6,894
IVLU icon
40
iShares MSCI Intl Value Factor ETF
IVLU
$4.3B
$1.02M 0.42%
25,729
+86
ONEQ icon
41
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$991K 0.4%
11,666
+1,988
IEV icon
42
iShares Europe ETF
IEV
$1.77B
$865K 0.35%
12,737
+25
VUG icon
43
Vanguard Growth ETF
VUG
$221B
$864K 0.35%
11,868
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$650B
$861K 0.35%
2,683
ILCV icon
45
iShares Morningstar Value ETF
ILCV
$1.27B
$848K 0.35%
9,103
+38
PWZ icon
46
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
$843K 0.34%
35,309
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.06T
$766K 0.31%
1,598
VO icon
48
Vanguard Mid-Cap ETF
VO
$104B
$715K 0.29%
9,952
+5,152
FNDE icon
49
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.53B
$678K 0.28%
17,731
+10,937
LMUB
50
iShares Long-Term National Muni Bond ETF
LMUB
$1.62B
$673K 0.27%
+13,473
1
2
3 4 5