SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+10.67%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$529M
AUM Growth
+$50.3M
(+11%)
Cap. Flow
+$5.09M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
24.53%
Holding
303
New
19
Increased
145
Reduced
96
Closed
13
Top Buys
| 1 |
Illinois Tool Works
ITW
|
$2.09M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.95M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.14M |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$904K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$713K |
Top Sells
Sector Composition
| 1 | Technology | 14.64% |
| 2 | Healthcare | 11.59% |
| 3 | Consumer Discretionary | 8.42% |
| 4 | Consumer Staples | 8.05% |
| 5 | Financials | 6.28% |
