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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$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
+$4.66M
2
+$2.38M
3
+$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 Change
in Stake 		Capital Flow
BR icon
301
Broadridge
BR
$27.1B
$375K 0.03%
1,547
+3
SPGI icon
302
S&P Global
SPGI
$149B
$374K 0.03%
735
+230
SNV icon
303
Synovus
SNV
$6.4B
$371K 0.03%
7,941
DHR icon
304
Danaher
DHR
$158B
$370K 0.03%
1,807
+68
BTI icon
305
British American Tobacco
BTI
$113B
$369K 0.03%
8,916
+12
ITOT icon
306
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$368K 0.03%
3,016
CDNS icon
307
Cadence Design Systems
CDNS
$94B
$364K 0.03%
1,432
-26
F icon
308
Ford
F
$55.1B
$363K 0.03%
36,182
+2,628
IHI icon
309
iShares US Medical Devices ETF
IHI
$4.35B
$360K 0.03%
5,974
-1,542
EW icon
310
Edwards Lifesciences
EW
$44.7B
$356K 0.03%
4,914
+223
VCSH icon
311
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$349K 0.03%
4,422
-58
COF icon
312
Capital One
COF
$144B
$347K 0.03%
1,937
+10
IXN icon
313
iShares Global Tech ETF
IXN
$6.54B
$341K 0.03%
4,500
CAH icon
314
Cardinal Health
CAH
$38.5B
$338K 0.03%
2,453
+226
CMI icon
315
Cummins
CMI
$58.1B
$338K 0.03%
1,077
+56
WY icon
316
Weyerhaeuser
WY
$17.2B
$335K 0.03%
11,441
+40
FDX icon
317
FedEx
FDX
$56.9B
$328K 0.03%
1,345
-62
GEV icon
318
GE Vernova
GEV
$159B
$326K 0.03%
1,067
+111
KNSA icon
319
Kiniksa Pharmaceuticals
KNSA
$2.89B
$326K 0.03%
14,657
+568
CW icon
320
Curtiss-Wright
CW
$21.5B
$322K 0.03%
1,015
EVRG icon
321
Evergy
EVRG
$17.9B
$315K 0.03%
4,572
-1,800
ALL icon
322
Allstate
ALL
$50.9B
$312K 0.03%
1,508
+171
SRPT icon
323
Sarepta Therapeutics
SRPT
$2.39B
$310K 0.03%
4,863
+771
SNY icon
324
Sanofi
SNY
$126B
$309K 0.03%
5,577
-620
VFH icon
325
Vanguard Financials ETF
VFH
$12.8B
$308K 0.03%
2,579
-609
11 12
13
14 15