SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
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
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
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
BDX icon
276
Becton Dickinson
BDX
$56.9B
$468K 0.03%
2,498
+383
GLDM icon
277
SPDR Gold MiniShares Trust
GLDM
$24.4B
$467K 0.03%
6,105
O icon
278
Realty Income
O
$52.5B
$465K 0.03%
7,651
-134
DRI icon
279
Darden Restaurants
DRI
$21.4B
$465K 0.03%
2,441
+3
NUBD icon
280
Nuveen ESG US Aggregate Bond ETF
NUBD
$449M
$458K 0.03%
20,404
+271
MTUM icon
281
iShares MSCI USA Momentum Factor ETF
MTUM
$21B
$454K 0.03%
+1,772
PAPR icon
282
Innovator US Equity Power Buffer ETF April
PAPR
$789M
$453K 0.03%
11,811
-132
VB icon
283
Vanguard Small-Cap ETF
VB
$70.9B
$452K 0.03%
1,778
-164
UL icon
284
Unilever
UL
$142B
$452K 0.03%
7,620
-1,813
CEG icon
285
Constellation Energy
CEG
$115B
$452K 0.03%
1,372
ZBH icon
286
Zimmer Biomet
ZBH
$18.3B
$451K 0.03%
4,578
-124
RSG icon
287
Republic Services
RSG
$65.5B
$449K 0.03%
1,956
-68
MET icon
288
MetLife
MET
$54.2B
$448K 0.03%
5,436
-283
SYY icon
289
Sysco
SYY
$35.6B
$444K 0.03%
5,395
+105
NKE icon
290
Nike
NKE
$99.2B
$441K 0.03%
6,323
+53
GPC icon
291
Genuine Parts
GPC
$18.6B
$438K 0.03%
3,158
-150
BTI icon
292
British American Tobacco
BTI
$128B
$437K 0.03%
8,242
-67
ICE icon
293
Intercontinental Exchange
ICE
$93B
$434K 0.03%
2,573
-211
TDV icon
294
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$268M
$433K 0.03%
5,006
-1,379
PAUG icon
295
Innovator US Equity Power Buffer ETF August
PAUG
$963M
$431K 0.03%
10,144
+3,065
PLTR icon
296
Palantir
PLTR
$445B
$416K 0.03%
2,278
+408
CMI icon
297
Cummins
CMI
$72B
$406K 0.03%
961
+1
CCL icon
298
Carnival Corp
CCL
$36.8B
$406K 0.03%
14,037
-280
VCLT icon
299
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.06B
$403K 0.03%
5,195
MAIN icon
300
Main Street Capital
MAIN
$5.6B
$401K 0.03%
6,310
+902
10 11
12
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