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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
$907M
AUM Growth
+$103M
(+13%)
Holding
398
Top Buys
| 1 | +$7.06M | |
| 2 | +$7.06M | |
| 3 | +$6.96M | |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$6.62M |
| 5 |
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
|
+$1.77M |
Top Sells
| 1 | +$13.8M | |
| 2 | +$2.6M | |
| 3 | +$1.69M | |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
+$1.36M |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$1.09M |
Sector Composition
| 1 | Technology | 15.54% |
| 2 | Healthcare | 9.59% |
| 3 | Consumer Staples | 6.42% |
| 4 | Financials | 6.12% |
| 5 | Consumer Discretionary | 5.53% |