SVWG
Shared Vision Wealth Group Portfolio holdings
AUM
$200M
This Quarter Return
+6.17%
1 Year Return
+9.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+8.9%)
Cap. Flow
+$7.61M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
68.85%
Holding
74
New
–
Increased
28
Reduced
21
Closed
2
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$3.74M |
| 2 |
Broadcom
AVGO
|
$2.74M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$2.27M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$1.06M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$661K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.13M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$928K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$729K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$701K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$442K |
Sector Composition
| 1 | Technology | 24.78% |
| 2 | Consumer Discretionary | 0.51% |
| 3 | Consumer Staples | 0.5% |
| 4 | Financials | 0.38% |
| 5 | Healthcare | 0.35% |
