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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIRR icon
251
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.73B
$526K 0.04%
7,706
+2,972
FSS icon
252
Federal Signal
FSS
$7.62B
$525K 0.04%
7,140
FHI icon
253
Federated Hermes
FHI
$3.73B
$520K 0.04%
12,743
-5,498
ELV icon
254
Elevance Health
ELV
$76.1B
$517K 0.04%
1,188
+232
AZO icon
255
AutoZone
AZO
$63.4B
$511K 0.04%
134
-18
UTG icon
256
Reaves Utility Income Fund
UTG
$3.44B
$508K 0.04%
15,609
-380
IWN icon
257
iShares Russell 2000 Value ETF
IWN
$12.3B
$506K 0.04%
3,350
+1
MOAT icon
258
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$500K 0.04%
5,679
-580
TDV icon
259
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$269M
$494K 0.04%
6,777
-361
XLF icon
260
Financial Select Sector SPDR Fund
XLF
$54.6B
$490K 0.04%
9,829
MAR icon
261
Marriott International
MAR
$73.7B
$489K 0.04%
2,053
+67
ICE icon
262
Intercontinental Exchange
ICE
$90.2B
$488K 0.04%
2,831
+146
SLB icon
263
SLB Limited
SLB
$53.5B
$487K 0.04%
11,652
+441
CI icon
264
Cigna
CI
$80.6B
$475K 0.04%
1,443
RSG icon
265
Republic Services
RSG
$69.7B
$469K 0.04%
1,935
-2
SJM icon
266
J.M. Smucker
SJM
$10.9B
$465K 0.04%
3,927
-542
EAGG icon
267
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$463K 0.04%
9,761
+386
MET icon
268
MetLife
MET
$52.3B
$462K 0.04%
5,759
+193
LNC icon
269
Lincoln National
LNC
$7.57B
$454K 0.04%
12,632
-732
INTU icon
270
Intuit
INTU
$190B
$452K 0.04%
736
-792
COP icon
271
ConocoPhillips
COP
$110B
$450K 0.04%
4,285
-2,676
XLC icon
272
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$447K 0.04%
4,634
-83
SUSA icon
273
iShares ESG Optimized MSCI USA ETF
SUSA
$3.73B
$444K 0.04%
3,864
-20
IEMG icon
274
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$441K 0.04%
8,162
-3,982
O icon
275
Realty Income
O
$54.8B
$435K 0.04%
7,506
+792
9 10
11
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