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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$4.54M
3
+$2.73M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.98M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.85M

Top Sells

1
+$2.32M
2
+$2.3M
3
+$2.27M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.41M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.27M

Sector Composition

1 Technology 20.55%
2 Consumer Discretionary 0.45%
3 Financials 0.41%
4 Healthcare 0.27%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$965K 0.6%
18,705
-11,468
27
$800K 0.5%
18,622
+8,921
28
$797K 0.5%
14,321
-739
29
$749K 0.47%
26,516
-1,470
30
$725K 0.45%
4,021
31
$697K 0.44%
2,683
32
$696K 0.43%
30,256
-2,648
33
$689K 0.43%
13,564
-4,181
34
$681K 0.43%
1,978
35
$654K 0.41%
1,556
36
$654K 0.41%
6,225
-1,560
37
$643K 0.4%
12,690
-44,856
38
$629K 0.39%
8,190
39
$615K 0.38%
2,923
40
$562K 0.35%
5,991
-26
41
$561K 0.35%
5,209
+1,153
42
$554K 0.35%
10,812
-2,639
43
$510K 0.32%
4,922
44
$496K 0.31%
11,570
-2,270
45
$477K 0.3%
4,319
-458
46
$477K 0.3%
5,280
-150
47
$444K 0.28%
+5,564
48
$444K 0.28%
1,054
-49
49
$431K 0.27%
9,950
-2,263
50
$426K 0.27%
8,885
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