SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.85T
$60.3M 4.45%
293,761
+5,818
MSFT icon
2
Microsoft
MSFT
$3.87T
$46.8M 3.46%
94,120
+2,373
IBDQ icon
3
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$46M 3.4%
1,827,757
-254,672
IBDR icon
4
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$41.5M 3.07%
1,710,809
+301,106
NVDA icon
5
NVIDIA
NVDA
$4.44T
$37.7M 2.78%
238,400
+6,834
IBDS icon
6
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$32M 2.37%
1,319,610
+159,773
IBDT icon
7
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$28M 2.07%
1,100,626
+148,478
BUFR icon
8
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$27.1M 2%
851,230
+28,388
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$549B
$23.5M 1.74%
77,341
+6,362
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$61.4B
$23.4M 1.73%
957,527
+1,367
IBDU icon
11
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.95B
$22M 1.63%
944,550
+127,321
VOO icon
12
Vanguard S&P 500 ETF
VOO
$765B
$21.9M 1.62%
38,596
-260
AMZN icon
13
Amazon
AMZN
$2.36T
$19.7M 1.46%
89,856
+2,455
IBDV icon
14
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$19.6M 1.45%
892,440
+134,842
IBDW icon
15
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.84B
$18.6M 1.38%
885,244
+114,742
JPM icon
16
JPMorgan Chase
JPM
$802B
$18.4M 1.36%
63,459
+1,115
LLY icon
17
Eli Lilly
LLY
$736B
$18.2M 1.35%
23,384
-5,813
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$18M 1.33%
87,969
-3,629
AVGO icon
19
Broadcom
AVGO
$1.63T
$17.7M 1.31%
64,337
+13,341
VGT icon
20
Vanguard Information Technology ETF
VGT
$110B
$17.1M 1.26%
25,733
-323
QQQ icon
21
Invesco QQQ Trust
QQQ
$388B
$16.6M 1.23%
30,150
-203
IBDX icon
22
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$16.6M 1.23%
657,139
+113,866
SPHQ icon
23
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$15.2M 1.13%
213,726
-3,585
BMY icon
24
Bristol-Myers Squibb
BMY
$89.2B
$14.3M 1.05%
307,849
+250,624
SCHD icon
25
Schwab US Dividend Equity ETF
SCHD
$70.7B
$14M 1.03%
528,070
-19,395
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