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 | |
|---|---|---|---|---|---|---|
76
General Dynamics
GD
$91.9B
| $3.7M | 0.3% |
13,586
+362
|
|
||
77
Fifth Third Bancorp
FITB
$27.8B
| $3.52M | 0.29% |
89,702
+2,007
|
|
||
78
Vanguard Growth ETF
VUG
$197B
| $3.5M | 0.29% |
9,451
-853
|
|
||
79
Bristol-Myers Squibb
BMY
$89.2B
| $3.49M | 0.29% |
57,225
-619
|
|
||
80
NextEra Energy
NEE
$171B
| $3.45M | 0.28% |
48,606
+1,520
|
|
||
81
Kinder Morgan
KMI
$58.3B
| $3.41M | 0.28% |
119,685
-5,031
|
|
||
82
W.R. Berkley
WRB
$28.6B
| $3.36M | 0.28% |
47,269
-632
|
|
||
83
Consolidated Edison
ED
$36.3B
| $3.31M | 0.27% |
29,943
+593
|
|
||
84
Abbott
ABT
$220B
| $3.3M | 0.27% |
24,888
-3,401
|
|
||
85
Oracle
ORCL
$798B
| $3.27M | 0.27% |
23,420
+730
|
|
||
86
Automatic Data Processing
ADP
$114B
| $3.24M | 0.27% |
10,615
-49
|
|
||
87
AstraZeneca
AZN
$259B
| $3.18M | 0.26% |
43,289
+2,718
|
|
||
88
Bank of America
BAC
$379B
| $3.12M | 0.26% |
74,754
+3,624
|
|
||
89
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
| $3.08M | 0.25% |
121,869
+13,645
|
|
||
90
Stryker
SYK
$146B
| $3.08M | 0.25% |
8,276
+250
|
|
||
91
Lowe's Companies
LOW
$137B
| $3.06M | 0.25% |
13,122
-1,129
|
|
||
92
American Express
AXP
$244B
| $3.02M | 0.25% |
11,234
-508
|
|
||
93
Medtronic
MDT
$121B
| $2.97M | 0.24% |
33,091
+1,385
|
|
||
94
iShares Core S&P 500 ETF
IVV
$667B
| $2.92M | 0.24% |
5,204
-259
|
|
||
95
iShares Russell 2000 ETF
IWM
$70.7B
| $2.8M | 0.23% |
14,049
+176
|
|
||
96
Texas Instruments
TXN
$157B
| $2.76M | 0.23% |
15,353
+69
|
|
||
97
Duke Energy
DUK
$99B
| $2.73M | 0.22% |
22,416
-85
|
|
||
98
Pfizer
PFE
$140B
| $2.73M | 0.22% |
107,621
-6,884
|
|
||
99
Cisco
CSCO
$278B
| $2.73M | 0.22% |
44,164
-698
|
|
||
100
iShares Core MSCI EAFE ETF
IEFA
$158B
| $2.61M | 0.21% |
34,563
+10,568
|
|