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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
226
Vanguard Small-Cap ETF
VB
$68.4B
$645K 0.05%
2,907
-808
IBIT icon
227
iShares Bitcoin Trust
IBIT
$84.7B
$643K 0.05%
13,737
+2,999
XLE icon
228
Energy Select Sector SPDR Fund
XLE
$26.5B
$638K 0.05%
6,832
-53
PPL icon
229
PPL Corp
PPL
$27.6B
$619K 0.05%
17,144
-1,503
IWO icon
230
iShares Russell 2000 Growth ETF
IWO
$13.4B
$619K 0.05%
2,422
+48
IJH icon
231
iShares Core S&P Mid-Cap ETF
IJH
$101B
$614K 0.05%
10,519
+1,743
IGM icon
232
iShares Expanded Tech Sector ETF
IGM
$9.82B
$608K 0.05%
6,705
+6
SPG icon
233
Simon Property Group
SPG
$58.1B
$603K 0.05%
3,631
-1,328
USB icon
234
US Bancorp
USB
$75.1B
$602K 0.05%
14,256
+2,401
CRWD icon
235
CrowdStrike
CRWD
$132B
$598K 0.05%
1,695
+33
ASML icon
236
ASML
ASML
$401B
$596K 0.05%
899
+237
CB icon
237
Chubb
CB
$111B
$574K 0.05%
1,899
+23
DFUS icon
238
Dimensional US Equity ETF
DFUS
$17.3B
$572K 0.05%
9,462
WELL icon
239
Welltower
WELL
$119B
$558K 0.05%
3,644
+73
BGRN icon
240
iShares USD Green Bond ETF
BGRN
$431M
$555K 0.05%
11,723
+514
EFA icon
241
iShares MSCI EAFE ETF
EFA
$68.5B
$553K 0.05%
6,769
-1,152
EFX icon
242
Equifax
EFX
$28.6B
$550K 0.05%
2,257
-3,898
TSCO icon
243
Tractor Supply
TSCO
$29.8B
$549K 0.05%
9,960
+601
NBIX icon
244
Neurocrine Biosciences
NBIX
$14.3B
$543K 0.04%
4,910
-26
DRI icon
245
Darden Restaurants
DRI
$21.5B
$542K 0.04%
2,611
-30
T icon
246
AT&T
T
$179B
$539K 0.04%
19,068
-7,131
C icon
247
Citigroup
C
$177B
$537K 0.04%
7,571
-91
TGT icon
248
Target
TGT
$42.8B
$536K 0.04%
5,137
+436
FTEC icon
249
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$536K 0.04%
3,322
-50
WFC icon
250
Wells Fargo
WFC
$272B
$529K 0.04%
7,363
+115
8 9
10
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