SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+0.08%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$479M
AUM Growth
+$479M
(+0.64%)
Cap. Flow
+$4.25M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
23.84%
Holding
299
New
15
Increased
133
Reduced
101
Closed
15
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$3.81M |
| 2 |
NVIDIA
NVDA
|
$2.15M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34M |
| 4 |
Overlay Shares Short Term Bond ETF
OVT
|
$990K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$935K |
Top Sells
| 1 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$2.81M |
| 2 |
Illinois Tool Works
ITW
|
$1.8M |
| 3 |
GE Aerospace
GE
|
$1.63M |
| 4 |
IBM
IBM
|
$659K |
| 5 |
Verizon
VZ
|
$549K |
Sector Composition
| 1 | Technology | 13.53% |
| 2 | Healthcare | 11.31% |
| 3 | Consumer Staples | 7.88% |
| 4 | Consumer Discretionary | 7.75% |
| 5 | Financials | 6.58% |
