SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+7.28%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$380M
AUM Growth
+$380M
(+7%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
24.63%
Holding
251
New
9
Increased
88
Reduced
125
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$11.1M |
| 2 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$6.83M |
| 3 |
Tesla
TSLA
|
$798K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$745K |
| 5 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$612K |
Top Sells
| 1 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$3.96M |
| 2 |
iShares Select Dividend ETF
DVY
|
$787K |
| 3 |
AT&T
T
|
$589K |
| 4 |
Diageo
DEO
|
$375K |
| 5 |
JPMorgan Chase
JPM
|
$366K |
Sector Composition
| 1 | Technology | 13.05% |
| 2 | Healthcare | 12.85% |
| 3 | Consumer Staples | 9.89% |
| 4 | Consumer Discretionary | 6.85% |
| 5 | Industrials | 5.57% |
