SVWG
Shared Vision Wealth Group Portfolio holdings
AUM
$247M
1-Year Est. Return
14.79%
1 Year Est. Return
+14.79%
AUM
$247M
AUM Growth
+$10.8M
(+4.6%)
Holding
109
Top Buys
| 1 | +$2.75M | |
| 2 | +$1.93M | |
| 3 | +$1.72M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.03M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$948K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.1M | |
| 3 | +$1.03M | |
| 4 |
Apple
AAPL
|
+$690K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$603K |
Sector Composition
| 1 | Technology | 20.38% |
| 2 | Consumer Staples | 0.43% |
| 3 | Healthcare | 0.35% |
| 4 | Financials | 0.31% |
| 5 | Consumer Discretionary | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares 7-10 Year Treasury Bond ETF
IEF
$47.8B
| – | – |
-2,485
|
|
||
102
iShares Russell Mid-Cap Growth ETF
IWP
$18.9B
| – | – |
-1,635
|
|
||
103
iShares Short Maturity Bond ETF
NEAR
$4.15B
| – | – |
-5,489
|
|
||
104
iShares Treasury Floating Rate Bond ETF
TFLO
$6.4B
| – | – |
-4,163
|
|
||
105
iShares TIPS Bond ETF
TIP
$14.3B
| – | – |
-1,923
|
|
||
106
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.3B
| – | – |
-5,081
|
|
||
107
Vanguard Financials ETF
VFH
$12.1B
| – | – |
-3,332
|
|
||
|
HIMU
108
iShares High Yield Muni Active ETF
HIMU
$2.61B
| – | – |
-4,774
|
|
||
109
iShares Agency Bond ETF
AGZ
$563M
| – | – |
-2,711
|
|