SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $247M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.5M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.12M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.09M

Top Sells

1
+$1.84M
2
+$1.51M
3
+$1.14M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$441K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$381K

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.44%
4 Financials 0.38%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.22%
8,885
52
$440K 0.22%
2,670
+1
53
$419K 0.21%
+18,309
54
$403K 0.2%
4,922
-31
55
$403K 0.2%
693
56
$403K 0.2%
3,690
-1,408
57
$401K 0.2%
3,501
+482
58
$385K 0.19%
7,929
-1,671
59
$376K 0.19%
2,864
60
$363K 0.18%
2,653
61
$333K 0.17%
3,211
-129
62
$305K 0.15%
5,700
63
$294K 0.15%
2,600
-40
64
$288K 0.14%
5,693
-3,168
65
$286K 0.14%
5,869
66
$278K 0.14%
+5,453
67
$276K 0.14%
1,141
68
$265K 0.13%
+12,146
69
$263K 0.13%
6,036
+1,026
70
$259K 0.13%
5,057
-294
71
$258K 0.13%
2,754
-64
72
$254K 0.13%
2,328
+42
73
$250K 0.12%
4,507
-6,855
74
$247K 0.12%
1,244
75
$234K 0.12%
9,711
1 2
3
4