SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.51T
$69.7M 4.74%
274,762
-4,978
IBDS icon
2
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.77B
$49.7M 3.38%
2,048,974
+66,283
IBDR icon
3
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.6B
$48M 3.27%
1,981,257
-32,045
IBDU icon
4
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.77B
$41.1M 2.79%
1,766,350
+152,902
NVDA icon
5
NVIDIA
NVDA
$4.97T
$39.8M 2.7%
227,962
-299
IBDT icon
6
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.87B
$39.6M 2.69%
1,562,572
+116,564
IBDV icon
7
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.09B
$38.2M 2.6%
1,746,344
+267,629
MSFT icon
8
Microsoft
MSFT
$3.1T
$34.8M 2.37%
94,047
+1,301
BUFR icon
9
FT Vest Fund of Buffer ETFs
BUFR
$9.51B
$29.8M 2.03%
883,125
-11,593
IBDW icon
10
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.37B
$24.8M 1.68%
1,182,844
+63,630
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$70.8B
$23.5M 1.6%
917,699
-40,332
VOO icon
12
Vanguard S&P 500 ETF
VOO
$952B
$23.2M 1.58%
38,779
-160
IBDX icon
13
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.65B
$22.9M 1.56%
905,660
+49,573
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$640B
$22.6M 1.54%
70,368
-5,537
LLY icon
15
Eli Lilly
LLY
$1.01T
$20.6M 1.4%
22,393
-296
JPM icon
16
JPMorgan Chase
JPM
$837B
$19M 1.29%
64,641
-608
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$108B
$18.8M 1.28%
87,389
-474
AMZN icon
18
Amazon
AMZN
$2.65T
$18.5M 1.26%
88,867
+178
VGT icon
19
Vanguard Information Technology ETF
VGT
$140B
$17.5M 1.19%
200,888
-2,600
AVGO icon
20
Broadcom
AVGO
$1.83T
$17M 1.16%
54,932
-552
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.43T
$16.7M 1.13%
58,050
-1,304
JNJ icon
22
Johnson & Johnson
JNJ
$560B
$16.6M 1.13%
68,115
-820
QQQ icon
23
Invesco QQQ Trust
QQQ
$469B
$16.3M 1.11%
28,278
-102
SCHD icon
24
Schwab US Dividend Equity ETF
SCHD
$94.2B
$16M 1.09%
520,591
-28,775
BMY icon
25
Bristol-Myers Squibb
BMY
$117B
$14.8M 1.01%
244,617
-15,952
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