SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$326K 0.04%
1,230
+33
277
$323K 0.04%
1,286
+347
278
$319K 0.04%
2,514
279
$317K 0.04%
12,849
+1,774
280
$315K 0.04%
3,928
+32
281
$311K 0.04%
7,907
+2,297
282
$307K 0.04%
7,625
-125
283
$304K 0.04%
7,280
-45
284
$304K 0.04%
938
+216
285
$301K 0.04%
4,373
-1,304
286
$299K 0.04%
+1,163
287
$298K 0.04%
3,654
+534
288
$297K 0.04%
11,980
289
$296K 0.04%
502
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290
$294K 0.04%
2,108
-419
291
$292K 0.04%
9,020
-1,270
292
$292K 0.04%
5,459
293
$289K 0.04%
6,611
+370
294
$288K 0.04%
2,843
-892
295
$287K 0.04%
4,136
+276
296
$286K 0.04%
1,739
-1,750
297
$285K 0.04%
2,285
+74
298
$284K 0.04%
11,933
299
$281K 0.04%
4,028
-431
300
$280K 0.03%
1,968
+75
10 11
12
13 14