SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $236M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.17M
3
+$1.03M
4
IAU icon
iShares Gold Trust
IAU
+$911K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$674K

Top Sells

1
+$1.95M
2
+$1.84M
3
+$1.52M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$705K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$606K

Sector Composition

1 Technology 23.49%
2 Consumer Discretionary 0.5%
3 Consumer Staples 0.48%
4 Financials 0.46%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.73%
57,740
+912
27
$1.23M 0.67%
6,067
-16
28
$1.21M 0.66%
28,023
29
$1.14M 0.62%
12,509
-16,696
30
$911K 0.5%
4,790
+20
31
$903K 0.49%
11,081
+2,791
32
$871K 0.48%
921
33
$863K 0.47%
8,188
-1,420
34
$837K 0.46%
1,571
+15
35
$826K 0.45%
14,193
-902
36
$811K 0.44%
26,752
-2,582
37
$737K 0.4%
2,683
38
$734K 0.4%
1,978
39
$697K 0.38%
8,336
+73
40
$639K 0.35%
11,362
+2
41
$635K 0.35%
3,185
42
$627K 0.34%
5,789
-50
43
$611K 0.33%
1,628
-7
44
$554K 0.3%
5,098
-170
45
$470K 0.26%
9,975
+1,039
46
$449K 0.25%
8,861
+974
47
$443K 0.24%
8,885
48
$443K 0.24%
2,669
+1
49
$441K 0.24%
7,290
50
$441K 0.24%
+12,149
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