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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
$1.45B
AUM Growth
+$102M
(+7.5%)
Holding
436
Top Buys
| 1 | +$8.95M | |
| 2 | +$4.36M | |
| 3 | +$3.41M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.66M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$2.23M |
Top Sells
| 1 | +$4.62M | |
| 2 | +$2.94M | |
| 3 | +$1.82M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$1.09M |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.09M |
Sector Composition
| 1 | Technology | 16.89% |
| 2 | Healthcare | 7.54% |
| 3 | Financials | 6.25% |
| 4 | Consumer Discretionary | 4.87% |
| 5 | Consumer Staples | 4.46% |