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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$477K 0.06%
853
+108
227
$477K 0.06%
738
+4
228
$476K 0.06%
2,359
+26
229
$475K 0.06%
8,149
-379
230
$473K 0.06%
3,300
231
$465K 0.06%
955
+13
232
$461K 0.06%
10,176
233
$456K 0.06%
3,364
+49
234
$453K 0.06%
9,075
+4,770
235
$452K 0.06%
7,267
+676
236
$448K 0.06%
3,645
-3
237
$448K 0.06%
1,566
+33
238
$440K 0.05%
9,462
239
$433K 0.05%
13,930
-515
240
$431K 0.05%
8,719
+21
241
$430K 0.05%
2,965
+9
242
$423K 0.05%
6,648
243
$422K 0.05%
+6,654
244
$412K 0.05%
3,437
+211
245
$410K 0.05%
1,335
+61
246
$406K 0.05%
+6,693
247
$401K 0.05%
+2,042
248
$398K 0.05%
3,615
+111
249
$397K 0.05%
2,771
+263
250
$396K 0.05%
31,848
-173
8 9
10
11 12