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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSEP icon
276
Innovator US Equity Power Buffer ETF September
PSEP
$995M
$430K 0.04%
11,205
OTIS icon
277
Otis Worldwide
OTIS
$36.1B
$426K 0.04%
4,128
+5
PAPR icon
278
Innovator US Equity Power Buffer ETF April
PAPR
$828M
$426K 0.03%
11,943
-136
PHYS icon
279
Sprott Physical Gold
PHYS
$14.4B
$425K 0.03%
17,647
+947
ACN icon
280
Accenture
ACN
$154B
$423K 0.03%
1,355
-255
WSO icon
281
Watsco Inc
WSO
$14.7B
$422K 0.03%
831
-67
UL icon
282
Unilever
UL
$154B
$421K 0.03%
7,073
NUBD icon
283
Nuveen ESG US Aggregate Bond ETF
NUBD
$426M
$415K 0.03%
18,714
+825
NVS icon
284
Novartis
NVS
$252B
$408K 0.03%
3,661
ESGU icon
285
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$407K 0.03%
3,336
SLF icon
286
Sun Life Financial
SLF
$34.4B
$400K 0.03%
6,982
-1,909
VCLT icon
287
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.52B
$394K 0.03%
5,195
USLM icon
288
United States Lime & Minerals
USLM
$3.85B
$393K 0.03%
4,450
-1,075
SYY icon
289
Sysco
SYY
$37B
$393K 0.03%
5,237
-376
VFLO icon
290
VictoryShares Free Cash Flow ETF
VFLO
$6.35B
$389K 0.03%
+11,335
UPS icon
291
United Parcel Service
UPS
$73.9B
$387K 0.03%
3,516
-1,219
BDX icon
292
Becton Dickinson
BDX
$53.3B
$385K 0.03%
1,682
+138
YUM icon
293
Yum! Brands
YUM
$39.8B
$385K 0.03%
2,444
+114
USXF icon
294
iShares ESG Advanced MSCI USA ETF
USXF
$1.22B
$383K 0.03%
8,214
-1,775
GPC icon
295
Genuine Parts
GPC
$18.2B
$381K 0.03%
3,199
-144
GLDM icon
296
SPDR Gold MiniShares Trust
GLDM
$22.3B
$378K 0.03%
6,105
BK icon
297
Bank of New York Mellon
BK
$75.3B
$377K 0.03%
4,496
+10
SIRI icon
298
SiriusXM
SIRI
$7.21B
$376K 0.03%
16,691
-10
TRGP icon
299
Targa Resources
TRGP
$33.1B
$375K 0.03%
1,872
+116
AMT icon
300
American Tower
AMT
$89.7B
$375K 0.03%
1,725
+7
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