SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
226
iShares Russell 2000 Growth ETF
IWO
$14.3B
$767K 0.05%
2,396
+13
LIN icon
227
Linde
LIN
$205B
$749K 0.05%
1,577
-35
DHR icon
228
Danaher
DHR
$171B
$746K 0.05%
3,765
-74
AIRR icon
229
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.82B
$745K 0.05%
7,706
FTEC icon
230
Fidelity MSCI Information Technology Index ETF
FTEC
$16.6B
$738K 0.05%
3,322
NBIX icon
231
Neurocrine Biosciences
NBIX
$13.5B
$732K 0.05%
5,216
+116
IVOO icon
232
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.19B
$731K 0.05%
6,622
-3
FSS icon
233
Federal Signal
FSS
$6.97B
$731K 0.05%
6,140
IJH icon
234
iShares Core S&P Mid-Cap ETF
IJH
$109B
$721K 0.05%
11,047
-116
CL icon
235
Colgate-Palmolive
CL
$68.3B
$712K 0.05%
8,909
-239
CRWD icon
236
CrowdStrike
CRWD
$112B
$710K 0.05%
1,448
-192
SPG icon
237
Simon Property Group
SPG
$60.5B
$697K 0.05%
3,712
-20
EFA icon
238
iShares MSCI EAFE ETF
EFA
$73.1B
$695K 0.05%
7,447
-7
DFUS icon
239
Dimensional US Equity ETF
DFUS
$18.4B
$690K 0.05%
9,531
+69
TRV icon
240
Travelers Companies
TRV
$59.3B
$687K 0.05%
2,460
-42
PNC icon
241
PNC Financial Services
PNC
$91.2B
$685K 0.05%
3,410
-2
GEV icon
242
GE Vernova
GEV
$181B
$681K 0.05%
1,107
+39
AON icon
243
Aon
AON
$71.5B
$680K 0.05%
1,906
-18
TPG icon
244
TPG
TPG
$9.73B
$676K 0.05%
11,764
-582
OKE icon
245
Oneok
OKE
$47.7B
$637K 0.04%
8,731
-194
XLE icon
246
State Street Energy Select Sector SPDR ETF
XLE
$29.8B
$616K 0.04%
13,798
+14
BGRN icon
247
iShares USD Green Bond ETF
BGRN
$446M
$615K 0.04%
12,776
+162
CP icon
248
Canadian Pacific Kansas City
CP
$64.9B
$615K 0.04%
8,254
-1,757
INTU icon
249
Intuit
INTU
$146B
$614K 0.04%
899
-25
CME icon
250
CME Group
CME
$100B
$609K 0.04%
2,253
-49
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