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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$4.54M
3
+$2.73M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.98M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.85M

Top Sells

1
+$2.32M
2
+$2.3M
3
+$2.27M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.41M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.27M

Sector Composition

1 Technology 20.55%
2 Consumer Discretionary 0.45%
3 Financials 0.41%
4 Healthcare 0.27%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,325
77
– –
-2,090
78
– –
-10,215
79
– –
-4,256
80
– –
-4,830
81
– –
-2,135
82
– –
-22,012
83
– –
-8,521
84
– –
-4,237
1 2 3
4