SVWA
Sound View Wealth Advisors Portfolio holdings
AUM
$319M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$319M
AUM Growth
+$43.1M
(+16%)
Holding
251
Top Buys
| 1 | +$2.74M | |
| 2 | +$1.52M | |
| 3 | +$1.44M | |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
+$1.12M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$704K |
Top Sells
| 1 | +$308K | |
| 2 | +$286K | |
| 3 | +$264K | |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$252K |
| 5 |
Lockheed Martin
LMT
|
+$225K |
Sector Composition
| 1 | Consumer Staples | 14.12% |
| 2 | Healthcare | 13.94% |
| 3 | Technology | 9.99% |
| 4 | Industrials | 9.05% |
| 5 | Financials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vodafone
VOD
$36.3B
| – | – |
-10,276
|
|