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SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.47B
1-Year Est. Return
18.86%
This Fund
S&P 500
1 Year Est. Return
+18.86%
AUM
$529M
AUM Growth
+$50.3M
(+11%)
Holding
303
Top Buys
| 1 | +$1.96M | |
| 2 | +$1.88M | |
| 3 | +$1.1M | |
| 4 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$910K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$709K |
Top Sells
| 1 | +$4.93M | |
| 2 | +$1.42M | |
| 3 | +$1.25M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$947K |
| 5 |
KSU
Kansas City Southern
KSU
|
+$805K |
Sector Composition
| 1 | Technology | 14.64% |
| 2 | Healthcare | 11.59% |
| 3 | Consumer Discretionary | 8.42% |
| 4 | Consumer Staples | 8.05% |
| 5 | Financials | 6.28% |