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
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.24%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTUM icon
251
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$609K 0.04%
2,434
+662
IWN icon
252
iShares Russell 2000 Value ETF
IWN
$13.6B
$608K 0.04%
3,353
+1
CME icon
253
CME Group
CME
$104B
$604K 0.04%
2,211
-42
T icon
254
AT&T
T
$176B
$602K 0.04%
24,218
-4,758
COP icon
255
ConocoPhillips
COP
$140B
$600K 0.04%
6,407
+2,167
SLB icon
256
SLB Ltd
SLB
$82.5B
$598K 0.04%
15,591
+1,115
LIN icon
257
Linde
LIN
$228B
$595K 0.04%
1,395
-182
CW icon
258
Curtiss-Wright
CW
$27.4B
$552K 0.04%
1,001
-12
GLW icon
259
Corning
GLW
$157B
$551K 0.04%
6,292
-367
LNC icon
260
Lincoln National
LNC
$7.19B
$545K 0.04%
12,241
-576
USLM icon
261
United States Lime & Minerals
USLM
$3.07B
$539K 0.04%
4,500
CARR icon
262
Carrier Global
CARR
$55.8B
$535K 0.04%
10,131
+261
XLF icon
263
State Street Financial Select Sector SPDR ETF
XLF
$50.9B
$535K 0.04%
9,762
-200
PPL icon
264
PPL Corp
PPL
$27.7B
$529K 0.04%
15,109
-329
GLDM icon
265
SPDR Gold MiniShares Trust
GLDM
$31.7B
$521K 0.04%
6,105
ACN icon
266
Accenture
ACN
$107B
$516K 0.03%
1,922
+902
MOAT icon
267
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$511K 0.03%
4,933
-590
UTG icon
268
Reaves Utility Income Fund
UTG
$3.99B
$503K 0.03%
13,740
-363
CMI icon
269
Cummins
CMI
$98.8B
$501K 0.03%
981
+20
INTU icon
270
Intuit
INTU
$112B
$500K 0.03%
755
-144
CP icon
271
Canadian Pacific Kansas City
CP
$76.3B
$493K 0.03%
6,691
-1,563
SUSA icon
272
iShares ESG Optimized MSCI USA ETF
SUSA
$3.89B
$492K 0.03%
3,530
+1
BDX icon
273
Becton Dickinson
BDX
$41.2B
$489K 0.03%
2,518
+20
CEG icon
274
Constellation Energy
CEG
$113B
$483K 0.03%
1,366
-6
EAGG icon
275
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.69B
$480K 0.03%
10,034
-48
9 10
11
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