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
$1.47B
AUM Growth
-$20.7M
(-1.4%)
Holding
438
Top Buys
| 1 | +$5.9M | |
| 2 | +$4.4M | |
| 3 | +$3.58M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.96M |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$1.61M |
Top Sells
| 1 | +$3.93M | |
| 2 | +$1.86M | |
| 3 | +$1.3M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.08M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$930K |
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Healthcare | 8.22% |
| 3 | Financials | 5.79% |
| 4 | Consumer Staples | 4.38% |
| 5 | Consumer Discretionary | 4.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Dollar General
DG
$22.9B
| – | – |
-1,539
|
|
||
427
JFrog
FROG
$10.2B
| – | – |
-3,700
|
|
||
428
Amplify Cybersecurity ETF
HACK
$2.41B
| – | – |
-3,150
|
|
||
429
HP
HPQ
$23.4B
| – | – |
-9,074
|
|
||
430
Humana
HUM
$42B
| – | – |
-1,060
|
|
||
|
MRSH
431
Marsh
MRSH
$79.7B
| – | – |
-1,139
|
|
||
|
SNV
432
DELISTED
Synovus
SNV
| – | – |
-5,118
|
|
||
433
S&P Global
SPGI
$126B
| – | – |
-496
|
|
||
434
Spotify
SPOT
$102B
| – | – |
-379
|
|
||
435
Stellantis
STLA
$20.6B
| – | – |
-15,500
|
|
||
436
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
| – | – |
-1,859
|
|
||
|
IBDZ
437
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$874M
| – | – |
-7,632
|
|
||
|
BPRE
438
Bluerock Private Real Estate Fund
BPRE
| – | – |
-23,467
|
|