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
$187M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.27M
3
+$1.06M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$661K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$376K

Top Sells

1
+$1.13M
2
+$928K
3
+$729K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$701K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$442K

Sector Composition

1 Technology 24.78%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.5%
4 Financials 0.38%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.21%
3,749
52
$390K 0.21%
7,716
-1,656
53
$379K 0.2%
3,427
-6,342
54
$377K 0.2%
2,653
55
$359K 0.19%
3,291
56
$356K 0.19%
675
57
$323K 0.17%
1,432
58
$317K 0.17%
6,909
+1,192
59
$289K 0.15%
5,869
60
$289K 0.15%
5,700
61
$289K 0.15%
918
-1
62
$277K 0.15%
2,670
63
$271K 0.14%
1,141
64
$255K 0.14%
2,312
-3
65
$250K 0.13%
1,244
66
$244K 0.13%
2,675
-27
67
$243K 0.13%
5,423
-34
68
$236K 0.13%
2,008
69
$234K 0.13%
9,711
70
$227K 0.12%
920
+5
71
$218K 0.12%
246
+1
72
$214K 0.11%
927
73
– –
-26,096
74
– –
-4,848
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3