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
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
301
ConocoPhillips
COP
$120B
$401K 0.03%
4,240
-167
NVS icon
302
Novartis
NVS
$255B
$401K 0.03%
3,124
-432
SLF icon
303
Sun Life Financial
SLF
$33.2B
$400K 0.03%
6,665
VNQ icon
304
Vanguard Real Estate ETF
VNQ
$33.7B
$400K 0.03%
4,373
-1,120
PFG icon
305
Principal Financial Group
PFG
$20.1B
$396K 0.03%
4,776
-1,299
HAS icon
306
Hasbro
HAS
$11.8B
$396K 0.03%
5,216
+384
F icon
307
Ford
F
$54.3B
$393K 0.03%
32,897
-3,820
VCSH icon
308
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
$391K 0.03%
4,893
-14
SIRI icon
309
SiriusXM
SIRI
$7.48B
$388K 0.03%
16,691
SJM icon
310
J.M. Smucker
SJM
$10.8B
$388K 0.03%
3,571
+4
EW icon
311
Edwards Lifesciences
EW
$48.8B
$386K 0.03%
4,961
+11
CDNS icon
312
Cadence Design Systems
CDNS
$91.3B
$385K 0.03%
1,097
-168
CI icon
313
Cigna
CI
$72.7B
$381K 0.03%
1,322
-117
WWD icon
314
Woodward
WWD
$17.9B
$380K 0.03%
1,502
-21
UBER icon
315
Uber
UBER
$176B
$376K 0.03%
3,833
+782
BK icon
316
Bank of New York Mellon
BK
$83B
$375K 0.03%
3,445
-1,140
YUM icon
317
Yum! Brands
YUM
$41.7B
$372K 0.03%
2,447
CRH icon
318
CRH
CRH
$84.8B
$370K 0.03%
3,082
+100
BR icon
319
Broadridge
BR
$27B
$368K 0.03%
1,547
VMC icon
320
Vulcan Materials
VMC
$39.9B
$368K 0.03%
1,195
+4
PSX icon
321
Phillips 66
PSX
$57.6B
$366K 0.03%
2,688
-358
SHLD icon
322
Global X Defense Tech ETF
SHLD
$5.01B
$365K 0.03%
5,200
+400
IXN icon
323
iShares Global Tech ETF
IXN
$6.68B
$361K 0.02%
3,500
OTIS icon
324
Otis Worldwide
OTIS
$34.3B
$360K 0.02%
3,934
-391
VBK icon
325
Vanguard Small-Cap Growth ETF
VBK
$21.4B
$355K 0.02%
1,193
11 12
13
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