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
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$28.6M
3
+$11M
4
MBB icon
iShares MBS ETF
MBB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.24%
2 Consumer Discretionary 0.41%
3 Financials 0.37%
4 Healthcare 0.28%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.25%
+7,290
52
$376K 0.25%
+8,521
53
$350K 0.23%
+4,519
54
$333K 0.22%
+3,290
55
$332K 0.22%
+2,653
56
$299K 0.2%
+5,153
57
$295K 0.2%
+675
58
$276K 0.18%
+1,432
59
$269K 0.18%
+5,430
60
$263K 0.18%
+2,490
61
$262K 0.17%
+4,848
62
$261K 0.17%
+4,237
63
$253K 0.17%
+383
64
$252K 0.17%
+2,325
65
$245K 0.16%
+2,090
66
$243K 0.16%
+1,141
67
$241K 0.16%
+5,700
68
$232K 0.16%
+2,702
69
$231K 0.15%
+4,842
70
$229K 0.15%
+9,711
71
$229K 0.15%
+5,171
72
$224K 0.15%
+1,244
73
$220K 0.15%
+2,135
74
$218K 0.15%
+831
75
$214K 0.14%
+4,256
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3
4