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
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.24%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPG icon
226
TPG
TPG
$7.22B
$742K 0.05%
11,626
-138
IJH icon
227
iShares Core S&P Mid-Cap ETF
IJH
$117B
$728K 0.05%
11,036
-11
TFC icon
228
Truist Financial
TFC
$62B
$726K 0.05%
14,755
-13,366
GPN icon
229
Global Payments
GPN
$19B
$723K 0.05%
9,347
-17
EFA icon
230
iShares MSCI EAFE ETF
EFA
$75.9B
$716K 0.05%
7,459
+12
PNC icon
231
PNC Financial Services
PNC
$88.1B
$712K 0.05%
3,410
DFUS icon
232
Dimensional US Equity ETF
DFUS
$20.2B
$707K 0.05%
9,538
+7
HDV
233
iShares Core High Dividend ETF
HDV
$13.3B
$702K 0.05%
28,860
-9,145
IVOO icon
234
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.44B
$697K 0.05%
6,236
-386
FTEC icon
235
Fidelity MSCI Information Technology Index ETF
FTEC
$19B
$690K 0.05%
3,072
-250
SPG icon
236
Simon Property Group
SPG
$66.8B
$687K 0.05%
3,714
+2
AON icon
237
Aon
AON
$67B
$683K 0.05%
1,935
+29
CRWD icon
238
CrowdStrike
CRWD
$129B
$677K 0.05%
1,445
-3
GEV icon
239
GE Vernova
GEV
$281B
$676K 0.05%
1,034
-73
VFLO icon
240
VictoryShares Free Cash Flow ETF
VFLO
$6.84B
$671K 0.05%
17,041
+3,208
FSS icon
241
Federal Signal
FSS
$7.6B
$666K 0.04%
6,131
-9
TRV icon
242
Travelers Companies
TRV
$64.1B
$651K 0.04%
2,245
-215
MAR icon
243
Marriott International
MAR
$95.1B
$646K 0.04%
2,083
-2
CB icon
244
Chubb
CB
$125B
$631K 0.04%
2,023
+18
DEO icon
245
Diageo
DEO
$46.4B
$631K 0.04%
7,312
-1,901
COF icon
246
Capital One
COF
$123B
$627K 0.04%
2,588
-117
USB icon
247
US Bancorp
USB
$87.2B
$621K 0.04%
11,632
-169
XLE icon
248
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$614K 0.04%
13,736
-62
BGRN icon
249
iShares USD Green Bond ETF
BGRN
$469M
$612K 0.04%
12,766
-10
KNSA icon
250
Kiniksa Pharmaceuticals
KNSA
$4.48B
$610K 0.04%
14,792
+2,063
8 9
10
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