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
$187M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.27M
3
+$1.06M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$661K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$376K

Top Sells

1
+$1.13M
2
+$928K
3
+$729K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$701K
5
TLT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.62%
12,458
-93
27
$972K 0.52%
8,894
+1,384
28
$963K 0.51%
5,166
-500
29
$962K 0.51%
8,857
+3,462
30
$940K 0.5%
1,060
+1
31
$906K 0.48%
7,461
32
$875K 0.47%
15,011
+1,483
33
$760K 0.41%
2,683
34
$760K 0.41%
1,978
35
$739K 0.4%
1,718
-23
36
$716K 0.38%
1,556
37
$709K 0.38%
23,994
38
$704K 0.38%
3,185
39
$678K 0.36%
8,253
-2
40
$660K 0.35%
11,355
+2,615
41
$650K 0.35%
5,751
-76
42
$578K 0.31%
10,969
+90
43
$518K 0.28%
5,098
44
$505K 0.27%
6,040
+139
45
$500K 0.27%
4,276
+15
46
$469K 0.25%
9,505
47
$453K 0.24%
7,290
48
$438K 0.23%
9,328
-188
49
$433K 0.23%
2,670
+1
50
$431K 0.23%
8,200
-475
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