SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+5.75%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$476M
AUM Growth
+$476M
(+11%)
Cap. Flow
+$24.1M
Cap. Flow
% of AUM
5.07%
Top 10 Holdings %
Top 10 Hldgs %
22.89%
Holding
294
New
27
Increased
106
Reduced
118
Closed
10
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$7.04M |
| 2 |
Tesla
TSLA
|
$6.56M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$3.35M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.03M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.73M |
Top Sells
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Healthcare | 11.52% |
| 3 | Consumer Staples | 8.02% |
| 4 | Consumer Discretionary | 7.57% |
| 5 | Financials | 6.64% |
