SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
1-Year Est. Return
15.3%
1 Year Est. Return
+15.3%
AUM
$1.22B
AUM Growth
-$22.9M
(-1.8%)
Holding
432
Top Buys
| 1 | +$6.1M | |
| 2 | +$3.53M | |
| 3 | +$2.81M | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$2.48M |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$2.32M |
Top Sells
| 1 | +$4.66M | |
| 2 | +$2.38M | |
| 3 | +$2.09M | |
| 4 |
Tesla
TSLA
|
+$1.43M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.21M |
Sector Composition
| 1 | Technology | 14.66% |
| 2 | Healthcare | 8.57% |
| 3 | Financials | 6.5% |
| 4 | Consumer Staples | 5.57% |
| 5 | Consumer Discretionary | 4.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.7B
| – | – |
-2,375
|
|
||
427
Trade Desk
TTD
$26.5B
| – | – |
-2,093
|
|
||
428
Vanguard Russell 2000 ETF
VTWO
$13B
| – | – |
-2,868
|
|
||
429
Vanguard Total International Stock ETF
VXUS
$108B
| – | – |
-5,885
|
|
||
|
ZOCT
430
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$61.4M
| – | – |
-11,813
|
|
||
431
Gabelli Equity Trust
GAB
$1.86B
| – | – |
-35,000
|
|
||
432
Amplify Cybersecurity ETF
HACK
$2.4B
| – | – |
-2,750
|
|