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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
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
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
251
$593K 0.04%
3,352
+1
252
$592K 0.04%
4,500
+50
253
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19,900
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254
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255
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2,705
-254
256
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134
257
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15,438
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258
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11,801
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259
$566K 0.04%
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14,103
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261
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262
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263
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5,523
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264
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6,659
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266
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12,817
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269
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11,602
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270
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14,476
+1,040
271
$494K 0.03%
12,729
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272
$484K 0.03%
10,082
-330
273
$479K 0.03%
3,529
-198
274
$473K 0.03%
3,996
-833
275
$471K 0.03%
8,214
9 10
11
12 13