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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
$245M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.91M
3
+$2.81M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$2.08M
5
IDEF
iShares Defense Industrials Active ETF
IDEF
+$2.07M

Top Sells

1
+$4.03M
2
+$1.75M
3
+$1.71M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.14M

Sector Composition

1 Technology 20.15%
2 Consumer Staples 0.44%
3 Healthcare 0.36%
4 Financials 0.31%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYF icon
76
iShares US Financials ETF
IYF
$3.64B
$372K 0.15%
+3,159
EMXC icon
77
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.4B
$362K 0.15%
4,600
-1,953
SDY icon
78
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$343K 0.14%
2,351
BBUS icon
79
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.36B
$339K 0.14%
2,897
-13
FDVV icon
80
Fidelity High Dividend ETF
FDVV
$9.77B
$318K 0.13%
5,752
+52
VB icon
81
Vanguard Small-Cap ETF
VB
$79.5B
$299K 0.12%
1,141
FDHY icon
82
Fidelity High Yield Factor ETF
FDHY
$526M
$285K 0.12%
5,869
XOM icon
83
Exxon Mobil
XOM
$609B
$263K 0.11%
1,547
IWR icon
84
iShares Russell Mid-Cap ETF
IWR
$55.6B
$257K 0.11%
2,648
-280
GNMA icon
85
iShares GNMA Bond ETF
GNMA
$427M
$249K 0.1%
5,606
-248
UNP icon
86
Union Pacific
UNP
$162B
$239K 0.1%
986
+6
TDTF icon
87
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.03B
$234K 0.1%
9,711
XLU icon
88
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$229K 0.09%
5,000
LLY icon
89
Eli Lilly
LLY
$1.01T
$228K 0.09%
248
JBND icon
90
JPMorgan Active Bond ETF
JBND
$8.21B
$226K 0.09%
+4,200
VCSH icon
91
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$222K 0.09%
2,802
HDV
92
iShares Core High Dividend ETF
HDV
$13.7B
$222K 0.09%
8,185
-425
GBF icon
93
iShares Government/Credit Bond ETF
GBF
$124M
$218K 0.09%
2,096
-600
BNDX icon
94
Vanguard Total International Bond ETF
BNDX
$82B
$214K 0.09%
4,451
-1,651
NEAR icon
95
iShares Short Maturity Bond ETF
NEAR
$4.58B
$206K 0.08%
+4,047
ITA icon
96
iShares US Aerospace & Defense ETF
ITA
$14.1B
– –
-4,497
XLF icon
97
State Street Financial Select Sector SPDR ETF
XLF
$50B
– –
-9,246
EMB icon
98
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
– –
-17,647
JAVA icon
99
JPMorgan Active Value ETF
JAVA
$6.58B
– –
-2,681
LQD icon
100
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
– –
-2,400
1 2 3
4
5