SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $236M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.17M
3
+$1.03M
4
IAU icon
iShares Gold Trust
IAU
+$911K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$674K

Top Sells

1
+$1.95M
2
+$1.84M
3
+$1.52M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$705K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$606K

Sector Composition

1 Technology 23.49%
2 Consumer Discretionary 0.5%
3 Consumer Staples 0.48%
4 Financials 0.46%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437K 0.24%
4,180
+96
52
$430K 0.23%
4,490
-608
53
$420K 0.23%
9,600
+2,435
54
$378K 0.21%
1,233
+324
55
$375K 0.2%
4,953
+1
56
$360K 0.2%
2,653
57
$356K 0.19%
693
58
$348K 0.19%
3,340
-1
59
$326K 0.18%
+6,587
60
$308K 0.17%
2,772
-324
61
$305K 0.17%
3,019
+433
62
$296K 0.16%
1,432
63
$283K 0.15%
5,700
64
$282K 0.15%
5,869
65
$282K 0.15%
2,640
66
$273K 0.15%
5,351
-156
67
$268K 0.15%
2,857
+513
68
$258K 0.14%
+8,137
69
$253K 0.14%
1,141
70
$250K 0.14%
2,286
-32
71
$240K 0.13%
2,818
+299
72
$236K 0.13%
2,008
73
$235K 0.13%
9,711
74
$232K 0.13%
1,244
75
$228K 0.12%
966
+40
1 2
3
4