SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+7.29%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$907M
AUM Growth
+$907M
(+103%)
Cap. Flow
+$361M
Cap. Flow
% of AUM
39.84%
Top 10 Holdings %
Top 10 Hldgs %
25.62%
Holding
401
New
134
Increased
201
Reduced
43
Closed
16
Top Buys
| 1 |
Apple
AAPL
|
$29.1M |
| 2 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
$15.4M |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$10.3M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$9.08M |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$8.88M |
Top Sells
Sector Composition
| 1 | Technology | 15.54% |
| 2 | Healthcare | 9.59% |
| 3 | Consumer Staples | 6.42% |
| 4 | Financials | 6.12% |
| 5 | Consumer Discretionary | 5.53% |
