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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$4.54M
3
+$2.73M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.98M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.85M

Top Sells

1
+$2.32M
2
+$2.3M
3
+$2.27M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.41M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.27M

Sector Composition

1 Technology 20.55%
2 Consumer Discretionary 0.45%
3 Financials 0.41%
4 Healthcare 0.27%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.26%
2,668
52
$415K 0.26%
7,290
53
$356K 0.22%
3,290
54
$348K 0.22%
2,653
55
$336K 0.21%
4,024
-6,404
56
$324K 0.2%
675
57
$298K 0.19%
1,432
58
$297K 0.19%
5,155
+2
59
$284K 0.18%
4,848
60
$282K 0.18%
5,869
-9,354
61
$261K 0.16%
1,141
62
$258K 0.16%
5,700
63
$256K 0.16%
350
-33
64
$252K 0.16%
2,669
-33
65
$240K 0.15%
832
+1
66
$239K 0.15%
1,244
67
$237K 0.15%
+5,274
68
$230K 0.14%
9,711
69
$229K 0.14%
2,008
70
$229K 0.14%
4,821
-21
71
$213K 0.13%
2,038
-452
72
$209K 0.13%
+927
73
$209K 0.13%
4,823
-348
74
$203K 0.13%
2,607
-1,912
75
$9.6K 0.01%
428
1 2
3
4