SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $200M
1-Year Est. Return 9.87%
This Quarter Est. Return
1 Year Est. Return
+9.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$28.6M
3
+$11M
4
MBB icon
iShares MBS ETF
MBB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.24%
2 Consumer Discretionary 0.41%
3 Financials 0.37%
4 Healthcare 0.28%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$814K 0.54%
+10,428
27
$796K 0.53%
+15,060
28
$767K 0.51%
+32,904
29
$742K 0.5%
+27,986
30
$730K 0.49%
+15,223
31
$690K 0.46%
+13,451
32
$636K 0.43%
+2,683
33
$615K 0.41%
+1,978
34
$611K 0.41%
+4,021
35
$599K 0.4%
+13,840
36
$587K 0.39%
+2,923
37
$578K 0.39%
+8,190
38
$555K 0.37%
+1,556
39
$518K 0.35%
+4,922
40
$517K 0.35%
+4,777
41
$508K 0.34%
+6,017
42
$501K 0.33%
+9,036
43
$492K 0.33%
+12,213
44
$470K 0.31%
+10,215
45
$466K 0.31%
+4,830
46
$440K 0.29%
+4,056
47
$422K 0.28%
+8,885
48
$418K 0.28%
+2,668
49
$415K 0.28%
+1,103
50
$379K 0.25%
+9,701
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