SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $247M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.5M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.12M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.09M

Top Sells

1
+$1.84M
2
+$1.51M
3
+$1.14M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$441K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$381K

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.44%
4 Financials 0.38%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.75%
16,134
+408
27
$1.35M 0.67%
9,736
-1,631
28
$1.34M 0.67%
58,040
+300
29
$1.27M 0.64%
12,249
+4,061
30
$1.1M 0.55%
4,695
-95
31
$1.05M 0.52%
+10,200
32
$1.01M 0.51%
16,125
-19,577
33
$901K 0.45%
1,978
34
$884K 0.44%
20,410
-7,613
35
$880K 0.44%
936
+15
36
$874K 0.44%
26,536
-216
37
$870K 0.43%
1,630
+2
38
$848K 0.42%
13,734
-459
39
$834K 0.42%
2,683
40
$804K 0.4%
9,245
-3,264
41
$761K 0.38%
9,065
-2,016
42
$754K 0.38%
1,598
+27
43
$696K 0.35%
3,910
-1,879
44
$640K 0.32%
2,916
-269
45
$606K 0.3%
6,549
-1,787
46
$559K 0.28%
+17,915
47
$505K 0.25%
4,578
+398
48
$500K 0.25%
7,290
49
$499K 0.25%
4,479
-11
50
$454K 0.23%
1,307
+74
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