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
$190M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$741K
3
+$444K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$434K
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$420K

Top Sells

1
+$1.04M
2
+$578K
3
+$559K
4
AVGO icon
Broadcom
AVGO
+$402K
5
AAPL icon
Apple
AAPL
+$381K

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
– –
-10,969
77
– –
-246
78
– –
-927
1 2 3
4