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
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$280K 0.05%
2,417
-112
252
$278K 0.05%
2,144
253
$276K 0.05%
18,606
-710
254
$269K 0.05%
3,042
+6
255
$267K 0.05%
1,461
256
$266K 0.05%
44,726
-210
257
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4,770
-977
258
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1,163
259
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3,616
+7
260
$264K 0.05%
735
-25
261
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4,660
262
$257K 0.05%
1,705
263
$254K 0.05%
+4,200
264
$246K 0.05%
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265
$242K 0.05%
5,046
-1,045
266
$240K 0.05%
+1,771
267
$239K 0.05%
6,132
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268
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269
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348
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270
$232K 0.04%
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271
$228K 0.04%
+1,946
272
$224K 0.04%
+1,080
273
$222K 0.04%
+8,521
274
$216K 0.04%
2,522
-260
275
$215K 0.04%
2,000
9 10
11
12 13