SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
1-Year Return
15.3%
This Quarter Return
+5.53%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$729M
AUM Growth
-$178M
(-20%)
Cap. Flow
-$96.5M
Cap. Flow
% of AUM
-13.24%
Top 10 Holdings %
Top 10 Hldgs %
26.14%
Holding
412
New
27
Increased
129
Reduced
188
Closed
47
Top Buys
Top Sells
| 1 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$13.8M |
| 2 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$7.35M |
| 3 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$7.29M |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$6.98M |
| 5 |
Apple
AAPL
|
+$5.67M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Healthcare | 10.66% |
| 3 | Consumer Staples | 7.64% |
| 4 | Financials | 5.81% |
| 5 | Consumer Discretionary | 5.73% |
