SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.49B
1-Year Est. Return
18.32%
This Fund
S&P 500
1 Year Est. Return
+18.32%
AUM
$1.45B
AUM Growth
+$102M
(+7.5%)
Holding
436
Top Buys
| 1 | +$8.95M | |
| 2 | +$4.36M | |
| 3 | +$3.41M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.66M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$2.23M |
Top Sells
| 1 | +$4.62M | |
| 2 | +$2.94M | |
| 3 | +$1.82M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$1.09M |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.09M |
Sector Composition
| 1 | Technology | 16.89% |
| 2 | Healthcare | 7.54% |
| 3 | Financials | 6.25% |
| 4 | Consumer Discretionary | 4.87% |
| 5 | Consumer Staples | 4.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Chipotle Mexican Grill
CMG
$41.9B
| – | – |
-3,640
|
|
||
427
Copart
CPRT
$32B
| – | – |
-4,252
|
|
||
428
EOG Resources
EOG
$76B
| – | – |
-1,754
|
|
||
429
Fidelity National Financial
FNF
$13.8B
| – | – |
-4,649
|
|
||
430
JFrog
FROG
$6.34B
| – | – |
-5,300
|
|
||
431
iShares US Technology ETF
IYW
$21.7B
| – | – |
-1,304
|
|
||
432
Kyndryl
KD
$3.23B
| – | – |
-5,521
|
|
||
433
PayPal
PYPL
$45.3B
| – | – |
-2,964
|
|
||
434
Sherwin-Williams
SHW
$77B
| – | – |
-593
|
|
||
435
Sanofi
SNY
$104B
| – | – |
-5,352
|
|
||
436
Weyerhaeuser
WY
$17.1B
| – | – |
-8,964
|
|