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
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BK icon
301
Bank of New York Mellon
BK
$79.2B
$416K 0.03%
3,584
+139
VB icon
302
Vanguard Small-Cap ETF
VB
$71.4B
$412K 0.03%
1,599
-179
PLTR icon
303
Palantir
PLTR
$374B
$412K 0.03%
2,316
+38
SLF icon
304
Sun Life Financial
SLF
$35.2B
$402K 0.03%
6,441
-224
HII icon
305
Huntington Ingalls Industries
HII
$16.9B
$401K 0.03%
1,180
+4
EW icon
306
Edwards Lifesciences
EW
$48.9B
$399K 0.03%
4,680
-281
VCLT icon
307
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.73B
$394K 0.03%
5,195
NKE icon
308
Nike
NKE
$83.7B
$393K 0.03%
6,171
-152
SYY icon
309
Sysco
SYY
$40.6B
$392K 0.03%
5,316
-79
NVS icon
310
Novartis
NVS
$311B
$390K 0.03%
2,828
-296
ALL icon
311
Allstate
ALL
$53.9B
$390K 0.03%
1,872
+323
KRYS icon
312
Krystal Biotech
KRYS
$7.56B
$389K 0.03%
1,579
-424
VCSH icon
313
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$389K 0.03%
4,878
-15
CRH icon
314
CRH
CRH
$71.3B
$385K 0.03%
3,082
VXUS icon
315
Vanguard Total International Stock ETF
VXUS
$132B
$377K 0.03%
5,003
+575
IXN icon
316
iShares Global Tech ETF
IXN
$6.46B
$368K 0.02%
3,500
CI icon
317
Cigna
CI
$71.1B
$366K 0.02%
1,331
+9
GPC icon
318
Genuine Parts
GPC
$15.4B
$366K 0.02%
2,973
-185
OTIS icon
319
Otis Worldwide
OTIS
$34B
$362K 0.02%
4,144
+210
ITOT icon
320
iShares Core S&P Total US Stock Market ETF
ITOT
$81.4B
$362K 0.02%
2,434
VBK icon
321
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$360K 0.02%
1,193
ELV icon
322
Elevance Health
ELV
$62B
$354K 0.02%
1,011
+29
AEM icon
323
Agnico Eagle Mines
AEM
$112B
$354K 0.02%
2,090
IHI icon
324
iShares US Medical Devices ETF
IHI
$3.46B
$353K 0.02%
5,679
-124
SCHW icon
325
Charles Schwab
SCHW
$165B
$353K 0.02%
3,529
-108
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