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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$387K 0.05%
4,387
+1,727
252
$386K 0.05%
12,590
+1,067
253
$382K 0.05%
17,574
+4
254
$376K 0.05%
148
255
$376K 0.05%
4,323
+261
256
$374K 0.05%
4,639
+806
257
$373K 0.05%
2,287
+176
258
$373K 0.05%
7,495
+883
259
$373K 0.05%
3,661
260
$372K 0.05%
5,195
261
$371K 0.05%
6,919
+189
262
$370K 0.05%
2,024
+1
263
$364K 0.05%
1,747
+172
264
$361K 0.04%
4,805
-28
265
$358K 0.04%
5,426
-111
266
$353K 0.04%
934
+60
267
$351K 0.04%
10,625
-760
268
$350K 0.04%
8,576
+226
269
$349K 0.04%
2,905
+583
270
$346K 0.04%
679
+30
271
$341K 0.04%
+6,982
272
$339K 0.04%
10,802
+1,711
273
$333K 0.04%
5,298
+214
274
$330K 0.04%
1,939
+112
275
$327K 0.04%
21,739
-6,009
9 10
11
12 13