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SVWG
Shared Vision Wealth Group Portfolio holdings
AUM
$245M
1-Year Est. Return
15.52%
1 Year Est. Return
+15.52%
AUM
$245M
AUM Growth
-$1.84M
(-0.74%)
Holding
106
Top Buys
| 1 | +$4.29M | |
| 2 | +$2.91M | |
| 3 | +$2.81M | |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$2.08M |
| 5 |
IDEF
iShares Defense Industrials Active ETF
IDEF
|
+$2.07M |
Top Sells
| 1 | +$4.03M | |
| 2 | +$1.75M | |
| 3 | +$1.71M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.28M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.14M |
Sector Composition
| 1 | Technology | 20.15% |
| 2 | Consumer Staples | 0.44% |
| 3 | Healthcare | 0.36% |
| 4 | Financials | 0.31% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco Large Cap Growth ETF
PWB
$2.18B
| – | – |
-1,519
|
|
||
102
iShares Semiconductor ETF
SOXX
$40.1B
| – | – |
-606
|
|
||
103
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| – | – |
-3,246
|
|
||
104
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| – | – |
-2,227
|
|
||
105
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
| – | – |
-1,647
|
|
||
106
State Street SPDR NYSE Technology ETF
XNTK
$2.21B
| – | – |
-781
|
|