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SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $245M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.47M
3
+$2.29M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.64M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$1.57M

Top Sells

1
+$2.17M
2
+$1.75M
3
+$1.43M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$607K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$514K

Sector Composition

1 Technology 22.09%
2 Consumer Discretionary 0.4%
3 Consumer Staples 0.38%
4 Financials 0.33%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.7%
17,264
+1,130
27
$1.64M 0.69%
6,533
+265
28
$1.49M 0.63%
12,859
-19,507
29
$1.44M 0.61%
13,919
+3,719
30
$1.42M 0.6%
7,174
-9,570
31
$1.4M 0.59%
9,620
-116
32
$1.32M 0.56%
55,884
-2,156
33
$1.19M 0.51%
5,749
+4,505
34
$1.18M 0.5%
11,002
-1,247
35
$1.13M 0.48%
22,089
+17,983
36
$1.05M 0.45%
23,728
+3,318
37
$952K 0.4%
11,868
38
$950K 0.4%
4,358
-337
39
$926K 0.39%
26,010
-526
40
$887K 0.38%
939
+3
41
$882K 0.37%
2,683
42
$861K 0.36%
+4,090
43
$858K 0.36%
35,309
+17,000
44
$850K 0.36%
1,632
+2
45
$840K 0.36%
12,685
-1,049
46
$829K 0.35%
+32,000
47
$820K 0.35%
9,065
48
$786K 0.33%
1,598
49
$720K 0.3%
7,171
+622
50
$719K 0.3%
3,990
+80
1
2
3 4