SA
SoundView Advisors Portfolio holdings
AUM
$292M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$292M
AUM Growth
+$20.4M
(+7.5%)
Holding
42
Top Buys
| 1 | +$59.4M | |
| 2 | +$50.1M | |
| 3 | +$26.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$12.1M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$10.3M |
Top Sells
| 1 | +$29.6M | |
| 2 | +$27.3M | |
| 3 | +$25.7M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$19.4M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$10.8M |
Sector Composition
| 1 | Technology | 5.26% |
| 2 | Communication Services | 1.46% |
| 3 | Consumer Staples | 0.9% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Healthcare | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Russell 2000 ETF
VTWO
$12.8B
| – | – |
-30,066
|
|
||
27
Vanguard Russell 1000 ETF
VONE
$6.86B
| – | – |
-25,031
|
|
||
28
Vanguard Mid-Cap ETF
VO
$87.5B
| – | – |
-5,832
|
|
||
|
29
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| – | – |
-188,220
|
|
||
30
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| – | – |
-980,896
|
|
||
31
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
| – | – |
-7,327
|
|
||
32
iShares Russell Mid-Cap ETF
IWR
$44.3B
| – | – |
-2,642
|
|
||
33
iShares Core S&P 500 ETF
IVV
$660B
| – | – |
-621
|
|
||
34
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
| – | – |
-17,350
|
|
||
35
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
-86,117
|
|
||
|
36
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| – | – |
-174,391
|
|
||
37
iShares Core MSCI EAFE ETF
IEFA
$157B
| – | – |
-65,755
|
|
||
38
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
| – | – |
-10,320
|
|
||
39
Alphabet (Google) Class A
GOOGL
$3.06T
| – | – |
-1,271
|
|
||
40
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-563
|
|
||
41
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
| – | – |
-274,348
|
|