SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Return 15.3%
This Quarter Return
-0.74%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
+$4.18M
Cap. Flow %
0.34%
Top 10 Hldgs %
27.22%
Holding
432
New
17
Increased
175
Reduced
178
Closed
26

Top Buys

1
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$6.1M
2
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$3.53M
3
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.32M

Top Sells

1
AAPL icon
Apple
AAPL
$4.66M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$2.38M
3
JNJ icon
Johnson & Johnson
JNJ
$2.09M
4
TSLA icon
Tesla
TSLA
$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BR icon
301
Broadridge
BR
$29.4B
$375K 0.03%
1,547
+3
+0.2% +$727
SPGI icon
302
S&P Global
SPGI
$164B
$374K 0.03%
735
+230
+46% +$117K
SNV icon
303
Synovus
SNV
$7.15B
$371K 0.03%
7,941
– –
DHR icon
304
Danaher
DHR
$143B
$370K 0.03%
1,807
+68
+4% +$13.9K
BTI icon
305
British American Tobacco
BTI
$122B
$369K 0.03%
8,916
+12
+0.1% +$496
ITOT icon
306
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
$368K 0.03%
3,016
– –
CDNS icon
307
Cadence Design Systems
CDNS
$95.6B
$364K 0.03%
1,432
-26
-2% -$6.61K
F icon
308
Ford
F
$46.7B
$363K 0.03%
36,182
+2,628
+8% +$26.4K
IHI icon
309
iShares US Medical Devices ETF
IHI
$4.35B
$360K 0.03%
5,974
-1,542
-21% -$92.8K
EW icon
310
Edwards Lifesciences
EW
$47.5B
$356K 0.03%
4,914
+223
+5% +$16.2K
VCSH icon
311
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$349K 0.03%
4,422
-58
-1% -$4.58K
COF icon
312
Capital One
COF
$142B
$347K 0.03%
1,937
+10
+0.5% +$1.79K
IXN icon
313
iShares Global Tech ETF
IXN
$5.72B
$341K 0.03%
4,500
– –
CAH icon
314
Cardinal Health
CAH
$35.7B
$338K 0.03%
2,453
+226
+10% +$31.1K
CMI icon
315
Cummins
CMI
$55.1B
$338K 0.03%
1,077
+56
+5% +$17.6K
WY icon
316
Weyerhaeuser
WY
$18.9B
$335K 0.03%
11,441
+40
+0.4% +$1.17K
FDX icon
317
FedEx
FDX
$53.7B
$328K 0.03%
1,345
-62
-4% -$15.1K
GEV icon
318
GE Vernova
GEV
$158B
$326K 0.03%
1,067
+111
+12% +$33.9K
KNSA icon
319
Kiniksa Pharmaceuticals
KNSA
$2.65B
$326K 0.03%
14,657
+568
+4% +$12.6K
CW icon
320
Curtiss-Wright
CW
$18.1B
$322K 0.03%
1,015
– –
EVRG icon
321
Evergy
EVRG
$16.5B
$315K 0.03%
4,572
-1,800
-28% -$124K
ALL icon
322
Allstate
ALL
$53.1B
$312K 0.03%
1,508
+171
+13% +$35.4K
SRPT icon
323
Sarepta Therapeutics
SRPT
$1.96B
$310K 0.03%
4,863
+771
+19% +$49.2K
SNY icon
324
Sanofi
SNY
$113B
$309K 0.03%
5,577
-620
-10% -$34.4K
VFH icon
325
Vanguard Financials ETF
VFH
$12.8B
$308K 0.03%
2,579
-609
-19% -$72.8K
11 12
13
14 15