SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.12T
$74.5M 5.12%
292,732
-1,029
MSFT icon
2
Microsoft
MSFT
$3.59T
$48M 3.3%
92,579
-1,541
IBDR icon
3
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$43.8M 3.01%
1,802,697
+91,888
NVDA icon
4
NVIDIA
NVDA
$4.43T
$43.2M 2.97%
232,593
-5,807
IBDQ icon
5
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$41.4M 2.85%
1,644,079
-183,678
IBDS icon
6
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.51B
$35.5M 2.44%
1,460,296
+140,686
IBDT icon
7
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.31B
$30.8M 2.11%
1,205,249
+104,623
BUFR icon
8
FT Vest Fund of Buffer ETFs
BUFR
$8.17B
$29M 2%
868,694
+17,464
SCHX icon
9
Schwab US Large- Cap ETF
SCHX
$63.3B
$25.7M 1.77%
977,104
+19,577
VTI icon
10
Vanguard Total Stock Market ETF
VTI
$569B
$25.5M 1.76%
77,850
+509
IBDU icon
11
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.19B
$24.4M 1.67%
1,037,961
+93,411
VOO icon
12
Vanguard S&P 500 ETF
VOO
$826B
$23.7M 1.63%
38,681
+85
IBDV icon
13
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.44B
$21.9M 1.5%
987,630
+95,190
IBDW icon
14
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.04B
$20.2M 1.39%
954,062
+68,818
JPM icon
15
JPMorgan Chase
JPM
$858B
$20.2M 1.39%
64,131
+672
AMZN icon
16
Amazon
AMZN
$2.45T
$19.7M 1.35%
89,685
-171
AVGO icon
17
Broadcom
AVGO
$1.84T
$19.3M 1.32%
58,407
-5,930
VGT icon
18
Vanguard Information Technology ETF
VGT
$114B
$19.1M 1.31%
25,530
-203
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$102B
$18.9M 1.3%
87,596
-373
IBDX icon
20
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.36B
$18.5M 1.27%
722,066
+64,927
QQQ icon
21
Invesco QQQ Trust
QQQ
$408B
$18M 1.24%
29,985
-165
LLY icon
22
Eli Lilly
LLY
$904B
$17.4M 1.2%
22,828
-556
TSLA icon
23
Tesla
TSLA
$1.51T
$15.6M 1.07%
35,078
-138
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.89T
$15.2M 1.05%
62,536
-58
SPHQ icon
25
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$14.6M 1%
198,587
-15,139
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