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SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $245M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.47M
3
+$2.29M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.64M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$1.57M

Top Sells

1
+$2.17M
2
+$1.75M
3
+$1.43M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$607K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$514K

Sector Composition

1 Technology 22.09%
2 Consumer Discretionary 0.4%
3 Consumer Staples 0.38%
4 Financials 0.33%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.13%
2,711
+383
77
$290K 0.12%
1,141
78
$289K 0.12%
5,869
79
$282K 0.12%
5,489
+36
80
$276K 0.12%
2,874
+120
81
$267K 0.11%
5,081
+24
82
$267K 0.11%
5,959
-77
83
$254K 0.11%
+545
84
$254K 0.11%
4,410
-97
85
$247K 0.1%
+6,794
86
$243K 0.1%
+2,485
87
$237K 0.1%
9,711
88
$235K 0.1%
4,774
-127
89
$232K 0.1%
1,635
90
$226K 0.1%
+5,000
91
$223K 0.09%
2,359
-129
92
$220K 0.09%
975
+4
93
$216K 0.09%
+781
94
$216K 0.09%
1,923
-181
95
$211K 0.09%
8,605
+5
96
$210K 0.09%
4,163
-1,530
97
$205K 0.09%
+2,971
98
$201K 0.09%
+247
99
– –
-4,803
1 2 3
4