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
$172M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.96M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$941K

Top Sells

1
+$4.91M
2
+$995K
3
+$888K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$818K
5
IXC icon
iShares Global Energy ETF
IXC
+$800K

Sector Composition

1 Technology 24.58%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.52%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$429K 0.25%
7,290
52
$401K 0.23%
9,516
-434
53
$390K 0.23%
2,669
+1
54
$385K 0.22%
3,749
-1,173
55
$340K 0.2%
3,291
+1
56
$338K 0.2%
675
57
$337K 0.2%
2,653
58
$324K 0.19%
1,432
59
$280K 0.16%
5,869
60
$273K 0.16%
919
+87
61
$272K 0.16%
4,848
62
$267K 0.16%
5,700
63
$262K 0.15%
2,670
+1
64
$249K 0.15%
+2,315
65
$249K 0.14%
1,141
66
$243K 0.14%
+5,717
67
$235K 0.14%
5,457
+634
68
$229K 0.13%
927
69
$227K 0.13%
9,711
70
$227K 0.13%
1,244
71
$227K 0.13%
2,702
-1,322
72
$222K 0.13%
+245
73
$222K 0.13%
2,008
74
$207K 0.12%
+915
75
– –
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