SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DASH icon
226
DoorDash
DASH
$68.3B
$731K 0.05%
4,866
+229
MCO icon
227
Moody's
MCO
$78.8B
$726K 0.05%
1,665
-63
EFA icon
228
iShares MSCI EAFE ETF
EFA
$75.5B
$726K 0.05%
7,469
+10
KNSA icon
229
Kiniksa Pharmaceuticals
KNSA
$3.73B
$725K 0.05%
15,050
+258
IGM icon
230
iShares Expanded Tech Sector ETF
IGM
$10.4B
$724K 0.05%
6,112
-46
CME icon
231
CME Group
CME
$93B
$721K 0.05%
2,442
+231
SPG icon
232
Simon Property Group
SPG
$68.2B
$714K 0.05%
3,829
+115
NBIX icon
233
Neurocrine Biosciences
NBIX
$16.5B
$713K 0.05%
5,414
+171
IVOO icon
234
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.54B
$711K 0.05%
6,220
-16
PNC icon
235
PNC Financial Services
PNC
$91.7B
$710K 0.05%
3,410
NOW icon
236
ServiceNow
NOW
$116B
$703K 0.05%
6,722
-153
VFLO icon
237
VictoryShares Free Cash Flow ETF
VFLO
$7.45B
$703K 0.05%
17,798
+757
DHR icon
238
Danaher
DHR
$130B
$698K 0.05%
3,679
-341
LIN icon
239
Linde
LIN
$235B
$688K 0.05%
1,388
-7
T icon
240
AT&T
T
$158B
$688K 0.05%
23,734
-484
MAR icon
241
Marriott International
MAR
$104B
$681K 0.05%
2,083
TFC icon
242
Truist Financial
TFC
$61.3B
$678K 0.05%
14,758
+3
CW icon
243
Curtiss-Wright
CW
$27.1B
$678K 0.05%
996
-5
DFUS icon
244
Dimensional US Equity ETF
DFUS
$20.4B
$677K 0.05%
9,544
+6
RACE icon
245
Ferrari
RACE
$61.1B
$666K 0.05%
1,969
-220
FSS icon
246
Federal Signal
FSS
$6.5B
$663K 0.05%
6,131
CB icon
247
Chubb
CB
$127B
$659K 0.04%
2,021
-2
TRV icon
248
Travelers Companies
TRV
$64.5B
$647K 0.04%
2,219
-26
FTEC icon
249
Fidelity MSCI Information Technology Index ETF
FTEC
$20.1B
$639K 0.04%
3,072
IWN icon
250
iShares Russell 2000 Value ETF
IWN
$13.6B
$636K 0.04%
3,354
+1
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