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
$172M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.96M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$941K

Top Sells

1
+$4.91M
2
+$995K
3
+$888K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$818K
5
IXC icon
iShares Global Energy ETF
IXC
+$800K

Sector Composition

1 Technology 24.58%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.52%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.64%
5,666
+1,645
27
$1.07M 0.62%
15,765
-12,113
28
$1.04M 0.61%
9,769
-1,320
29
$928K 0.54%
26,096
-10,745
30
$922K 0.54%
7,461
+2,181
31
$900K 0.52%
1,059
+709
32
$778K 0.45%
1,741
+687
33
$771K 0.45%
7,510
+1,285
34
$741K 0.43%
13,528
-793
35
$740K 0.43%
1,978
36
$718K 0.42%
2,683
37
$658K 0.38%
23,994
-2,522
38
$646K 0.38%
3,185
+262
39
$633K 0.37%
1,556
40
$630K 0.37%
8,255
+65
41
$624K 0.36%
5,827
-8,292
42
$575K 0.33%
5,395
+186
43
$557K 0.32%
10,879
+67
44
$497K 0.29%
8,740
+3,585
45
$497K 0.29%
5,098
-893
46
$475K 0.28%
9,372
-3,318
47
$464K 0.27%
5,901
+337
48
$461K 0.27%
9,505
+620
49
$454K 0.26%
4,261
-58
50
$436K 0.25%
8,675
-4,889
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