SVWG
Shared Vision Wealth Group Portfolio holdings
AUM
$200M
This Quarter Return
+2.87%
1 Year Return
+9.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+7%)
Cap. Flow
+$7.79M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
67.8%
Holding
84
New
7
Increased
14
Reduced
32
Closed
9
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$8.24M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$4.54M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$2.73M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$1.98M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.85M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.32M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.3M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2.27M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.41M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.27M |
Sector Composition
| 1 | Technology | 20.55% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Financials | 0.41% |
| 4 | Healthcare | 0.27% |
| 5 | Consumer Staples | 0.16% |
