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
$190M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$741K
3
+$444K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$434K
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$420K

Top Sells

1
+$1.04M
2
+$578K
3
+$559K
4
AVGO icon
Broadcom
AVGO
+$402K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 26.1%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.44%
4 Financials 0.37%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.63%
28,023
+78
27
$1.13M 0.6%
12,708
+250
28
$1.05M 0.55%
4,770
-396
29
$1.02M 0.54%
9,608
+751
30
$871K 0.46%
8,750
-144
31
$844K 0.44%
921
-139
32
$812K 0.43%
1,978
33
$795K 0.42%
29,334
+5,340
34
$786K 0.41%
15,095
+84
35
$784K 0.41%
5,839
-1,622
36
$777K 0.41%
2,683
37
$741K 0.39%
+14,972
38
$705K 0.37%
1,556
39
$704K 0.37%
3,185
40
$702K 0.37%
8,263
+2,223
41
$689K 0.36%
1,635
-83
42
$671K 0.35%
8,290
+37
43
$651K 0.34%
11,360
+5
44
$563K 0.3%
5,268
-483
45
$525K 0.28%
5,098
46
$471K 0.25%
4,084
-192
47
$465K 0.24%
7,290
48
$430K 0.23%
8,885
-620
49
$420K 0.22%
+8,936
50
$405K 0.21%
8,747
-581
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