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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$278K 0.03%
3,039
+39
302
$274K 0.03%
4,177
+211
303
$272K 0.03%
2,851
-500
304
$272K 0.03%
8,104
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305
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16,922
+31
306
$269K 0.03%
1,505
+32
307
$269K 0.03%
8,113
-1,450
308
$265K 0.03%
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-746
309
$263K 0.03%
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310
$260K 0.03%
4,500
311
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4,704
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312
$258K 0.03%
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313
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314
$254K 0.03%
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315
$251K 0.03%
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316
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317
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321
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4,193
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322
$238K 0.03%
11,707
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323
$236K 0.03%
3,305
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324
$235K 0.03%
3,581
-400
325
$235K 0.03%
2,046
+3
11 12
13
14 15