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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$438K 0.04%
11,205
277
$435K 0.04%
9,375
+970
278
$435K 0.04%
7,754
-32
279
$430K 0.03%
11,211
+573
280
$430K 0.03%
3,336
+600
281
$429K 0.03%
5,613
-341
282
$426K 0.03%
898
-4
283
$424K 0.03%
13,364
+37
284
$422K 0.03%
994
+60
285
$407K 0.03%
7,941
+241
286
$406K 0.03%
5,366
-791
287
$401K 0.03%
7,073
288
$400K 0.03%
2,685
-45
289
$399K 0.03%
6,762
+3,063
290
$399K 0.03%
1,739
+52
291
$398K 0.03%
1,443
-75
292
$396K 0.03%
1,407
-3
293
$392K 0.03%
6,372
294
$390K 0.03%
3,541
+41
295
$390K 0.03%
3,343
-20
296
$390K 0.03%
1,937
+20
297
$390K 0.03%
17,889
+249
298
$388K 0.03%
5,195
299
$388K 0.03%
3,016
-260
300
$382K 0.03%
4,123
+185
10 11
12
13 14