SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.8M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.1M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.53M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.64T
$76.1M 5.1%
279,740
-12,992
IBDR icon
2
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.81B
$48.8M 3.27%
2,013,302
+210,605
IBDS icon
3
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.65B
$48.1M 3.23%
1,982,691
+522,395
MSFT icon
4
Microsoft
MSFT
$3.3T
$44.9M 3.01%
92,746
+167
NVDA icon
5
NVIDIA
NVDA
$4.46T
$42.6M 2.86%
228,261
-4,332
IBDU icon
6
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.52B
$37.8M 2.53%
1,613,448
+575,487
IBDT icon
7
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.66B
$36.8M 2.47%
1,446,008
+240,759
IBDV icon
8
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.8B
$32.6M 2.19%
1,478,715
+491,085
BUFR icon
9
FT Vest Fund of Buffer ETFs
BUFR
$8.45B
$30.7M 2.06%
894,718
+26,024
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$63.9B
$25.8M 1.73%
958,031
-19,073
VTI icon
11
Vanguard Total Stock Market ETF
VTI
$577B
$25.4M 1.71%
75,905
-1,945
VOO icon
12
Vanguard S&P 500 ETF
VOO
$843B
$24.4M 1.64%
38,939
+258
LLY icon
13
Eli Lilly
LLY
$965B
$24.4M 1.64%
22,689
-139
IBDW icon
14
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.14B
$23.7M 1.59%
1,119,214
+165,152
IBDX icon
15
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.55B
$21.9M 1.47%
856,087
+134,021
JPM icon
16
JPMorgan Chase
JPM
$814B
$21M 1.41%
65,249
+1,118
AMZN icon
17
Amazon
AMZN
$2.47T
$20.5M 1.37%
88,689
-996
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$104B
$19.3M 1.3%
87,863
+267
AVGO icon
19
Broadcom
AVGO
$1.56T
$19.2M 1.29%
55,484
-2,923
VGT icon
20
Vanguard Information Technology ETF
VGT
$112B
$19.2M 1.29%
25,436
-94
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.96T
$18.6M 1.25%
59,354
-3,182
QQQ icon
22
Invesco QQQ Trust
QQQ
$406B
$17.4M 1.17%
28,380
-1,605
TSLA icon
23
Tesla
TSLA
$1.43T
$15.8M 1.06%
35,165
+87
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.96T
$15.5M 1.04%
49,503
-363
SCHD icon
25
Schwab US Dividend Equity ETF
SCHD
$76.4B
$15.1M 1.01%
549,366
+28,380
1
2 3 4 5