SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $247M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$752K
3
+$466K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$453K
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$424K

Top Sells

1
+$1.06M
2
+$578K
3
+$568K
4
AAPL icon
Apple
AAPL
+$358K
5
AVGO icon
Broadcom
AVGO
+$321K

Sector Composition

1 Technology 26.1%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.44%
4 Financials 0.37%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-246
77
– –
-927
78
– –
-10,969
1 2 3
4