SVWG
Shared Vision Wealth Group Portfolio holdings
AUM
$200M
1-Year Est. Return
9.87%
1 Year Est. Return
+9.87%
AUM
$183M
AUM Growth
-$6.88M
(-3.6%)
Holding
79
Top Buys
| 1 | +$2.68M | |
| 2 | +$1.17M | |
| 3 | +$1.03M | |
| 4 |
iShares Gold Trust
IAU
|
+$911K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$674K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.84M | |
| 3 | +$1.52M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$705K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$606K |
Sector Composition
| 1 | Technology | 23.49% |
| 2 | Consumer Discretionary | 0.5% |
| 3 | Consumer Staples | 0.48% |
| 4 | Financials | 0.46% |
| 5 | Healthcare | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| $227K | 0.12% |
2,378
-150
|
|
||
77
iShares GNMA Bond ETF
GNMA
$372M
| $220K | 0.12% |
5,010
+114
|
|
||
78
Eli Lilly
LLY
$741B
| $204K | 0.11% |
+246
|
|
||
79
iShares US Infrastructure ETF
IFRA
$3.14B
| – | – |
-8,747
|
|