SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSCO icon
301
Tractor Supply
TSCO
$15.6B
$409K 0.03%
9,018
-80
MCK icon
302
McKesson
MCK
$93.2B
$404K 0.03%
467
+62
SLF icon
303
Sun Life Financial
SLF
$40.9B
$403K 0.03%
6,441
TER icon
304
Teradyne
TER
$56B
$401K 0.03%
1,354
VCLT icon
305
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$388K 0.03%
5,195
ICE icon
306
Intercontinental Exchange
ICE
$80B
$385K 0.03%
2,451
-193
SIRI icon
307
SiriusXM
SIRI
$9.09B
$385K 0.03%
16,686
MET icon
308
MetLife
MET
$54.4B
$383K 0.03%
5,414
-248
ALL icon
309
Allstate
ALL
$56.9B
$377K 0.03%
1,817
-55
CAH icon
310
Cardinal Health
CAH
$48.2B
$374K 0.03%
1,772
-373
EW icon
311
Edwards Lifesciences
EW
$49.5B
$374K 0.03%
4,665
-15
EWY icon
312
iShares MSCI South Korea ETF
EWY
$20.7B
$373K 0.03%
+3,033
BDX icon
313
Becton Dickinson
BDX
$41.7B
$372K 0.03%
2,364
-154
VLO icon
314
Valero Energy
VLO
$76B
$369K 0.03%
1,492
+1
SCHW icon
315
Charles Schwab
SCHW
$155B
$367K 0.03%
3,904
+375
CCL icon
316
Carnival Corporation Ltd
CCL
$38B
$363K 0.02%
14,039
+22
F icon
317
Ford
F
$59.4B
$361K 0.02%
31,297
-5,101
VBK icon
318
Vanguard Small-Cap Growth ETF
VBK
$22.9B
$361K 0.02%
1,193
XLC icon
319
State Street Communication Services Select Sector SPDR ETF
XLC
$24.2B
$357K 0.02%
3,224
-769
ITOT icon
320
iShares Core S&P Total US Stock Market ETF
ITOT
$91.1B
$353K 0.02%
2,482
+48
YUM icon
321
Yum! Brands
YUM
$41.6B
$352K 0.02%
2,264
IXN icon
322
iShares Global Tech ETF
IXN
$8.87B
$350K 0.02%
3,500
CI icon
323
Cigna
CI
$76.6B
$348K 0.02%
1,305
-26
SJM icon
324
J.M. Smucker
SJM
$11B
$345K 0.02%
3,576
+375
PWV icon
325
Invesco Large Cap Value ETF
PWV
$1.53B
$344K 0.02%
4,938
11 12
13
14 15