SVWG
Shared Vision Wealth Group Portfolio holdings
AUM
$200M
1-Year Est. Return
9.87%
1 Year Est. Return
+9.87%
AUM
$200M
AUM Growth
+$17.1M
(+9.3%)
Holding
86
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.58M | |
| 3 | +$1.52M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.21M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.1M |
Top Sells
| 1 | +$1.85M | |
| 2 | +$1.67M | |
| 3 | +$1.23M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$441K |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$380K |
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 | |
|---|---|---|---|---|---|---|
|
HIMU
76
iShares High Yield Muni Active ETF
HIMU
$2.17B
| $233K | 0.12% |
4,901
-1,686
|
|
||
77
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $231K | 0.12% |
1,635
-373
|
|
||
78
iShares TIPS Bond ETF
TIP
$13.9B
| $231K | 0.12% |
2,104
-668
|
|
||
79
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $230K | 0.12% |
2,488
-369
|
|
||
80
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
| $228K | 0.11% |
4,803
-5,172
|
|
||
81
Union Pacific
UNP
$129B
| $216K | 0.11% |
971
+5
|
|
||
82
iShares Core High Dividend ETF
HDV
$11.7B
| $203K | 0.1% |
+1,720
|
|
||
83
VanEck High Yield Muni ETF
HYD
$3.52B
| $202K | 0.1% |
+4,106
|
|
||
|
84
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.75B
| – | – |
-12,149
|
|
||
85
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| – | – |
-2,378
|
|
||
86
Eli Lilly
LLY
$741B
| – | – |
-246
|
|