SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
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
AAPL icon
1
Apple
AAPL
$3.85T
$64M 5.25%
287,943
-20,986
IBDQ icon
2
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$52.4M 4.3%
2,082,429
+57,879
MSFT icon
3
Microsoft
MSFT
$3.87T
$34.4M 2.83%
91,747
+1,429
IBDR icon
4
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$34.1M 2.8%
1,409,703
+102,347
IBDS icon
5
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$28M 2.3%
1,159,837
+116,418
NVDA icon
6
NVIDIA
NVDA
$4.44T
$25.1M 2.06%
231,566
+3,331
BUFR icon
7
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$24.4M 2%
822,842
+25,530
LLY icon
8
Eli Lilly
LLY
$736B
$24.1M 1.98%
29,197
-220
IBDT icon
9
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$24.1M 1.97%
952,148
+89,021
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$61.4B
$21.1M 1.73%
956,160
-19,918
VOO icon
11
Vanguard S&P 500 ETF
VOO
$765B
$20M 1.64%
38,856
-810
VTI icon
12
Vanguard Total Stock Market ETF
VTI
$549B
$19.5M 1.6%
70,979
-4,419
IBDU icon
13
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.95B
$18.9M 1.55%
817,229
+100,271
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$17.8M 1.46%
91,598
-1,448
AMZN icon
15
Amazon
AMZN
$2.36T
$16.6M 1.36%
87,401
+866
IBDV icon
16
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$16.5M 1.35%
757,598
+70,059
IBDW icon
17
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.84B
$16M 1.31%
770,502
+74,422
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$70.7B
$15.3M 1.26%
547,465
-85,101
JPM icon
19
JPMorgan Chase
JPM
$802B
$15.3M 1.25%
62,344
-296
PG icon
20
Procter & Gamble
PG
$356B
$14.4M 1.19%
84,784
-5,718
SPHQ icon
21
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$14.4M 1.18%
217,311
+3,753
QQQ icon
22
Invesco QQQ Trust
QQQ
$388B
$14.2M 1.17%
30,353
-566
VGT icon
23
Vanguard Information Technology ETF
VGT
$110B
$14.1M 1.16%
26,056
-1,132
IBDX icon
24
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$13.6M 1.11%
543,273
+244,240
HD icon
25
Home Depot
HD
$383B
$13.1M 1.08%
35,793
+326
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