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
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$326K 0.06%
1,561
-1
227
$326K 0.06%
+11,935
228
$323K 0.06%
495
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229
$316K 0.06%
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-2,370
230
$314K 0.06%
917
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231
$314K 0.06%
2,237
232
$313K 0.06%
8,008
-235
233
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-594
234
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1,060
+1
235
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18,185
236
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148
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237
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238
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10,332
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239
$309K 0.06%
2,223
240
$303K 0.06%
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241
$301K 0.06%
19,995
-280
242
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2,953
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243
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2,728
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244
$290K 0.05%
4,500
245
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1,798
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246
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1,387
+28
247
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4,745
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248
$284K 0.05%
7,299
+1,062
249
$283K 0.05%
+3,936
250
$283K 0.05%
600
+19
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10
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