SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.49B
1-Year Est. Return
18.31%
This Fund
S&P 500
1 Year Est. Return
+18.31%
AUM
$1.49B
AUM Growth
+$35.8M
(+2.5%)
Holding
442
Top Buys
| 1 | +$13.5M | |
| 2 | +$12.7M | |
| 3 | +$10.9M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$6.13M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$5.11M |
Top Sells
| 1 | +$41.4M | |
| 2 | +$4.46M | |
| 3 | +$3.78M | |
| 4 |
Apple
AAPL
|
+$3.49M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$2.04M |
Sector Composition
| 1 | Technology | 16.36% |
| 2 | Healthcare | 8.24% |
| 3 | Financials | 6.21% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Consumer Staples | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
American International
AIG
$42.2B
| – | – |
-7,085
|
|
||
427
Baxter International
BAX
$9.1B
| – | – |
-13,184
|
|
||
428
Boston Scientific
BSX
$106B
| – | – |
-2,432
|
|
||
429
Clorox
CLX
$13.9B
| – | – |
-2,028
|
|
||
430
DTE Energy
DTE
$31.2B
| – | – |
-1,454
|
|
||
431
Elbit Systems
ESLT
$43.5B
| – | – |
-450
|
|
||
432
Evergy
EVRG
$19.2B
| – | – |
-4,342
|
|
||
433
Exelon
EXC
$50.5B
| – | – |
-4,540
|
|
||
|
IBTF
434
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-191,032
|
|
||
435
Kraft Heinz
KHC
$29B
| – | – |
-8,144
|
|
||
436
L3Harris
LHX
$68.5B
| – | – |
-699
|
|
||
437
Strategy Inc
MSTR
$44.6B
| – | – |
-661
|
|
||
438
Rockwell Automation
ROK
$41.6B
| – | – |
-618
|
|
||
439
Sarepta Therapeutics
SRPT
$1.75B
| – | – |
-12,695
|
|
||
440
SS&C Technologies
SSNC
$18.5B
| – | – |
-2,373
|
|
||
441
Thomson Reuters
TRI
$49.6B
| – | – |
-1,404
|
|
||
|
ETHA
442
iShares Ethereum Trust ETF
ETHA
$1.14B
| – | – |
-7,535
|
|