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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
301
Ford
F
$52.6B
$398K 0.03%
36,717
+535
COP icon
302
ConocoPhillips
COP
$110B
$395K 0.03%
4,407
+122
VCLT icon
303
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.29B
$394K 0.03%
5,195
BTI icon
304
British American Tobacco
BTI
$117B
$393K 0.03%
8,309
-607
SPGI icon
305
S&P Global
SPGI
$151B
$392K 0.03%
744
+9
VCSH icon
306
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$390K 0.03%
4,907
+485
CDNS icon
307
Cadence Design Systems
CDNS
$85.7B
$390K 0.03%
1,265
-167
TT icon
308
Trane Technologies
TT
$92.6B
$388K 0.03%
888
+149
CAH icon
309
Cardinal Health
CAH
$48.9B
$388K 0.03%
2,312
-141
EW icon
310
Edwards Lifesciences
EW
$49.5B
$387K 0.03%
4,950
+36
SIRI icon
311
SiriusXM
SIRI
$7.2B
$383K 0.03%
16,691
AMT icon
312
American Tower
AMT
$84.6B
$383K 0.03%
1,734
+9
BR icon
313
Broadridge
BR
$26.3B
$376K 0.03%
1,547
WWD icon
314
Woodward
WWD
$15.8B
$373K 0.03%
1,523
-89
IHI icon
315
iShares US Medical Devices ETF
IHI
$4.37B
$373K 0.03%
5,955
-19
HUM icon
316
Humana
HUM
$27.8B
$370K 0.03%
1,514
+360
BDX icon
317
Becton Dickinson
BDX
$55.1B
$364K 0.03%
2,115
+433
PSX icon
318
Phillips 66
PSX
$57B
$363K 0.03%
3,046
+560
YUM icon
319
Yum! Brands
YUM
$41.3B
$363K 0.03%
2,447
+3
ESGU icon
320
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$361K 0.03%
2,666
-670
HAS icon
321
Hasbro
HAS
$11B
$357K 0.03%
+4,832
SCHW icon
322
Charles Schwab
SCHW
$170B
$354K 0.03%
3,881
+123
SJM icon
323
J.M. Smucker
SJM
$11.6B
$350K 0.03%
3,567
-360
KNSA icon
324
Kiniksa Pharmaceuticals
KNSA
$3.07B
$346K 0.03%
12,505
-2,152
BKNG icon
325
Booking.com
BKNG
$164B
$342K 0.03%
59
+3
11 12
13
14 15