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
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.88M
3
+$1.1M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$910K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$709K

Top Sells

1
+$4.93M
2
+$1.42M
3
+$1.25M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$947K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$214K 0.04%
7,099
277
$214K 0.04%
+3,165
278
$213K 0.04%
1,796
-376
279
$211K 0.04%
3,489
+149
280
$209K 0.04%
+3,500
281
$206K 0.04%
7,935
282
$204K 0.04%
1,408
+9
283
$202K 0.04%
+3,447
284
$201K 0.04%
+484
285
$200K 0.04%
+13,925
286
$196K 0.04%
+12,563
287
$164K 0.03%
10,524
288
$128K 0.02%
15,595
+3,000
289
$76K 0.01%
15,000
290
$70K 0.01%
1,500
291
– –
-2,650
292
– –
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293
– –
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294
– –
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295
– –
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296
– –
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297
– –
-1,501
298
– –
-6,562
299
– –
-4,845
300
– –
-16,580
9 10 11
12
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