SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $200M
1-Year Est. Return 9.87%
This Quarter Est. Return
1 Year Est. Return
+9.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$33.3M
2 +$28.6M
3 +$11M
4
MBB icon
iShares MBS ETF
MBB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.24%
2 Consumer Discretionary 0.41%
3 Financials 0.37%
4 Healthcare 0.28%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.14%
+2,008
77
$8.1K 0.01%
+428