We are live on ! Find out more
SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $245M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.47M
3
+$2.29M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.64M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$1.57M

Top Sells

1
+$2.17M
2
+$1.75M
3
+$1.43M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$607K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$514K

Sector Composition

1 Technology 22.09%
2 Consumer Discretionary 0.4%
3 Consumer Staples 0.38%
4 Financials 0.33%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.3%
2,916
52
$700K 0.3%
7,602
-1,643
53
$578K 0.24%
8,169
-7,956
54
$563K 0.24%
+6,300
55
$529K 0.22%
7,290
56
$527K 0.22%
4,479
57
$523K 0.22%
4,402
-176
58
$515K 0.22%
2,670
59
$479K 0.2%
1,307
60
$446K 0.19%
8,885
61
$436K 0.18%
4,943
+21
62
$430K 0.18%
7,922
-7
63
$426K 0.18%
+3,332
64
$425K 0.18%
693
65
$409K 0.17%
2,864
66
$400K 0.17%
3,305
-196
67
$388K 0.16%
+8,104
68
$378K 0.16%
3,354
-336
69
$371K 0.16%
2,653
70
$350K 0.15%
+4,800
71
$349K 0.15%
+6,905
72
$331K 0.14%
2,600
73
$318K 0.13%
5,700
74
$316K 0.13%
+3,349
75
$312K 0.13%
2,933
-278
1 2
3
4