SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+3.5%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$970M
AUM Growth
+$970M
(+3.4%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
26.18%
Holding
374
New
3
Increased
154
Reduced
146
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
$20.5M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$2.32M |
| 3 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$1.54M |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.5M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.37M |
Top Sells
| 1 |
Apple
AAPL
|
$1.74M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.54M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$1.41M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.12M |
| 5 |
Broadcom
AVGO
|
$939K |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Healthcare | 9.81% |
| 3 | Financials | 5.95% |
| 4 | Consumer Staples | 5.39% |
| 5 | Consumer Discretionary | 4.75% |
