We are live on ! Find out more
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
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$401K 0.03%
4,240
-167
302
$401K 0.03%
3,124
-432
303
$400K 0.03%
6,665
304
$400K 0.03%
4,373
-1,120
305
$396K 0.03%
4,776
-1,299
306
$396K 0.03%
5,216
+384
307
$393K 0.03%
32,897
-3,820
308
$391K 0.03%
4,893
-14
309
$388K 0.03%
16,691
310
$388K 0.03%
3,571
+4
311
$386K 0.03%
4,961
+11
312
$385K 0.03%
1,097
-168
313
$381K 0.03%
1,322
-117
314
$380K 0.03%
1,502
-21
315
$376K 0.03%
3,833
+782
316
$375K 0.03%
3,445
-1,140
317
$372K 0.03%
2,447
318
$370K 0.03%
3,082
+100
319
$368K 0.03%
1,547
320
$368K 0.03%
1,195
+4
321
$366K 0.03%
2,688
-358
322
$365K 0.03%
5,200
+400
323
$361K 0.02%
3,500
324
$360K 0.02%
3,934
-391
325
$355K 0.02%
1,193
11 12
13
14 15