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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
276
Elevance Health
ELV
$71.6B
$464K 0.03%
1,194
+6
VB icon
277
Vanguard Small-Cap ETF
VB
$66B
$460K 0.03%
1,942
-965
MET icon
278
MetLife
MET
$51.7B
$460K 0.03%
5,719
-40
UPS icon
279
United Parcel Service
UPS
$80.9B
$460K 0.03%
4,555
+1,039
PSEP icon
280
Innovator US Equity Power Buffer ETF September
PSEP
$987M
$458K 0.03%
11,205
SLB icon
281
SLB Ltd
SLB
$54.2B
$454K 0.03%
13,436
+1,784
O icon
282
Realty Income
O
$52B
$448K 0.03%
7,785
+279
NUBD icon
283
Nuveen ESG US Aggregate Bond ETF
NUBD
$422M
$448K 0.03%
20,133
+1,419
NKE icon
284
Nike
NKE
$94.9B
$445K 0.03%
6,270
+1,630
PAPR icon
285
Innovator US Equity Power Buffer ETF April
PAPR
$826M
$445K 0.03%
11,943
USLM icon
286
United States Lime & Minerals
USLM
$3.38B
$444K 0.03%
4,450
USXF icon
287
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$443K 0.03%
8,214
SLF icon
288
Sun Life Financial
SLF
$32.6B
$443K 0.03%
6,665
-317
CEG icon
289
Constellation Energy
CEG
$107B
$443K 0.03%
1,372
+110
LNC icon
290
Lincoln National
LNC
$7.8B
$443K 0.03%
12,793
+161
NVS icon
291
Novartis
NVS
$253B
$430K 0.03%
3,556
-105
ZBH icon
292
Zimmer Biomet
ZBH
$17.8B
$429K 0.03%
4,702
-4,489
OTIS icon
293
Otis Worldwide
OTIS
$35.1B
$428K 0.03%
4,325
+197
BK icon
294
Bank of New York Mellon
BK
$77.1B
$418K 0.03%
4,585
+89
ITOT icon
295
iShares Core S&P Total US Stock Market ETF
ITOT
$77.9B
$410K 0.03%
3,034
+18
CCL icon
296
Carnival Corp
CCL
$34.1B
$403K 0.03%
14,317
+100
GPC icon
297
Genuine Parts
GPC
$17.7B
$401K 0.03%
3,308
+109
VFLO icon
298
VictoryShares Free Cash Flow ETF
VFLO
$6.36B
$401K 0.03%
11,335
SYY icon
299
Sysco
SYY
$35.8B
$401K 0.03%
5,290
+53
GLDM icon
300
SPDR Gold MiniShares Trust
GLDM
$22.2B
$400K 0.03%
6,105
10 11
12
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