SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
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 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
276
Ford
F
$48.6B
$478K 0.03%
36,398
+3,501
USXF icon
277
iShares ESG Advanced MSCI USA ETF
USXF
$1.22B
$473K 0.03%
8,214
XLC icon
278
State Street Communication Services Select Sector SPDR ETF
XLC
$27B
$470K 0.03%
3,993
-3
BTI icon
279
British American Tobacco
BTI
$126B
$464K 0.03%
8,197
-45
NUBD icon
280
Nuveen ESG US Aggregate Bond ETF
NUBD
$469M
$456K 0.03%
20,404
TSCO icon
281
Tractor Supply
TSCO
$26.7B
$455K 0.03%
9,098
-565
AZO icon
282
AutoZone
AZO
$60.8B
$454K 0.03%
134
O icon
283
Realty Income
O
$60.6B
$453K 0.03%
8,041
+390
WWD icon
284
Woodward
WWD
$22.9B
$453K 0.03%
1,498
-4
PSEP icon
285
Innovator US Equity Power Buffer ETF September
PSEP
$877M
$448K 0.03%
10,242
-1,360
MET icon
286
MetLife
MET
$46.1B
$447K 0.03%
5,662
+226
UL icon
287
Unilever
UL
$145B
$441K 0.03%
6,749
-24
CAH icon
288
Cardinal Health
CAH
$52.3B
$441K 0.03%
2,145
+58
PAPR icon
289
Innovator US Equity Power Buffer ETF April
PAPR
$763M
$439K 0.03%
11,221
-590
PAUG icon
290
Innovator US Equity Power Buffer ETF August
PAUG
$884M
$439K 0.03%
10,144
TGT icon
291
Target
TGT
$54.4B
$438K 0.03%
4,476
+1,192
OKE icon
292
Oneok
OKE
$54.1B
$437K 0.03%
5,951
-2,780
BMRN icon
293
BioMarin Pharmaceuticals
BMRN
$11.7B
$434K 0.03%
+7,310
DRI icon
294
Darden Restaurants
DRI
$23.2B
$430K 0.03%
2,336
-105
ICE icon
295
Intercontinental Exchange
ICE
$94.2B
$428K 0.03%
2,644
+71
CCL icon
296
Carnival Corp
CCL
$36.6B
$428K 0.03%
14,017
-20
HAS icon
297
Hasbro
HAS
$13.5B
$427K 0.03%
5,210
-6
FDX icon
298
FedEx
FDX
$84.9B
$425K 0.03%
1,473
+60
RSG icon
299
Republic Services
RSG
$71.1B
$418K 0.03%
1,973
+17
TDV icon
300
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$251M
$418K 0.03%
4,822
-184
10 11
12
13 14