SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+6.5%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+26%)
Cap. Flow
+$208M
Cap. Flow
% of AUM
16.98%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
414
New
56
Increased
289
Reduced
41
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$18.7M |
| 2 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$13.5M |
| 3 |
Broadcom
AVGO
|
$7.82M |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$6.2M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$5.98M |
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$468K |
| 2 |
Federated Hermes
FHI
|
$452K |
| 3 |
Southern Copper
SCCO
|
$315K |
| 4 |
iShares ESG Screened S&P Mid-Cap ETF
XJH
|
$284K |
| 5 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
$270K |
Sector Composition
| 1 | Technology | 15.69% |
| 2 | Healthcare | 8.94% |
| 3 | Financials | 5.89% |
| 4 | Consumer Staples | 5.61% |
| 5 | Consumer Discretionary | 5.27% |
