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
$190M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$741K
3
+$444K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$434K
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$420K

Top Sells

1
+$1.04M
2
+$578K
3
+$559K
4
AVGO icon
Broadcom
AVGO
+$402K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 26.1%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.44%
4 Financials 0.37%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.21%
7,887
+171
52
$386K 0.2%
2,668
-2
53
$373K 0.2%
693
+18
54
$350K 0.18%
2,653
55
$348K 0.18%
+4,952
56
$342K 0.18%
3,341
-408
57
$333K 0.18%
1,432
58
$330K 0.17%
3,096
-331
59
$300K 0.16%
7,165
+256
60
$293K 0.15%
909
-9
61
$285K 0.15%
5,700
62
$283K 0.15%
5,869
63
$279K 0.15%
2,640
-651
64
$277K 0.15%
5,507
-2,693
65
$274K 0.14%
1,141
66
$274K 0.14%
2,586
-84
67
$255K 0.13%
2,008
68
$250K 0.13%
2,318
+6
69
$246K 0.13%
1,244
70
$234K 0.12%
+2,528
71
$226K 0.12%
9,711
72
$223K 0.12%
+2,519
73
$211K 0.11%
926
+6
74
$210K 0.11%
4,896
-527
75
$208K 0.11%
2,344
-331
1 2
3
4