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
$200M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.5M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.12M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.09M

Top Sells

1
+$1.84M
2
+$1.51M
3
+$1.14M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$441K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$381K

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.44%
4 Financials 0.38%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.12%
4,901
-1,686
77
$231K 0.12%
1,635
-373
78
$231K 0.12%
2,104
-668
79
$230K 0.12%
2,488
-369
80
$228K 0.11%
4,803
-5,172
81
$216K 0.11%
971
+5
82
$203K 0.1%
+1,720
83
$202K 0.1%
+4,106
84
– –
-12,149
85
– –
-2,378
86
– –
-246
1 2 3
4