SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
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 icon
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
IWN icon
251
iShares Russell 2000 Value ETF
IWN
$12.2B
$593K 0.04%
3,352
+1
USLM icon
252
United States Lime & Minerals
USLM
$3.73B
$592K 0.04%
4,500
+50
PHYS icon
253
Sprott Physical Gold
PHYS
$15.7B
$589K 0.04%
19,900
+1,159
CARR icon
254
Carrier Global
CARR
$45.6B
$589K 0.04%
9,870
-964
COF icon
255
Capital One
COF
$152B
$575K 0.04%
2,705
-254
AZO icon
256
AutoZone
AZO
$57.5B
$575K 0.04%
134
PPL icon
257
PPL Corp
PPL
$24.8B
$574K 0.04%
15,438
-976
USB icon
258
US Bancorp
USB
$83.3B
$570K 0.04%
11,801
-940
CB icon
259
Chubb
CB
$120B
$566K 0.04%
2,005
-111
UTG icon
260
Reaves Utility Income Fund
UTG
$3.33B
$559K 0.04%
14,103
-622
CW icon
261
Curtiss-Wright
CW
$21B
$550K 0.04%
1,013
+7
TSCO icon
262
Tractor Supply
TSCO
$27.4B
$550K 0.04%
9,663
-85
MOAT icon
263
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$547K 0.04%
5,523
-58
GLW icon
264
Corning
GLW
$82.3B
$546K 0.04%
6,659
+543
MAR icon
265
Marriott International
MAR
$79.6B
$543K 0.04%
2,085
XLF icon
266
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$537K 0.04%
9,962
VFLO icon
267
VictoryShares Free Cash Flow ETF
VFLO
$5.46B
$519K 0.04%
13,833
+2,498
LNC icon
268
Lincoln National
LNC
$8.79B
$517K 0.04%
12,817
+24
PSEP icon
269
Innovator US Equity Power Buffer ETF September
PSEP
$908M
$498K 0.03%
11,602
+397
SLB icon
270
SLB Ltd
SLB
$60.3B
$498K 0.03%
14,476
+1,040
KNSA icon
271
Kiniksa Pharmaceuticals
KNSA
$3.11B
$494K 0.03%
12,729
+224
EAGG icon
272
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.29B
$484K 0.03%
10,082
-330
SUSA icon
273
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$479K 0.03%
3,529
-198
XLC icon
274
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
$473K 0.03%
3,996
-833
USXF icon
275
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
$471K 0.03%
8,214
9 10
11
12 13