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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XMHQ icon
326
Invesco S&P MidCap Quality ETF
XMHQ
$5.32B
$343K 0.02%
3,319
+861
VCSH icon
327
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.2B
$340K 0.02%
4,294
-584
SYY icon
328
Sysco
SYY
$36.5B
$340K 0.02%
4,763
-553
PLTR icon
329
Palantir
PLTR
$325B
$338K 0.02%
2,313
-3
UL icon
330
Unilever
UL
$123B
$334K 0.02%
5,861
-888
TD icon
331
Toronto Dominion Bank
TD
$187B
$328K 0.02%
3,513
-17
DSI icon
332
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$325K 0.02%
2,679
-15
VMC icon
333
Vulcan Materials
VMC
$36.5B
$323K 0.02%
1,187
-8
ESGU icon
334
iShares ESG Aware MSCI USA ETF
ESGU
$17.1B
$321K 0.02%
2,270
MTB icon
335
M&T Bank
MTB
$32.6B
$317K 0.02%
1,535
-7
MPC icon
336
Marathon Petroleum
MPC
$76.5B
$317K 0.02%
1,298
-3
RDIV icon
337
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.07B
$315K 0.02%
5,657
+568
IOCT icon
338
Innovator International Developed Power Buffer ETF October
IOCT
$171M
$306K 0.02%
8,729
IHI icon
339
iShares US Medical Devices ETF
IHI
$3.07B
$305K 0.02%
5,726
+47
ESGV icon
340
Vanguard ESG US Stock ETF
ESGV
$12.9B
$297K 0.02%
2,646
-5
FTI icon
341
TechnipFMC
FTI
$26.6B
$297K 0.02%
4,293
-200
CRH icon
342
CRH
CRH
$70.2B
$295K 0.02%
2,807
-275
PDEC icon
343
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$294K 0.02%
6,908
-100
ELV icon
344
Elevance Health
ELV
$90.2B
$293K 0.02%
1,002
-9
GPC icon
345
Genuine Parts
GPC
$13.5B
$292K 0.02%
2,760
-213
PFG icon
346
Principal Financial Group
PFG
$22.7B
$292K 0.02%
3,235
-635
CEG icon
347
Constellation Energy
CEG
$91B
$291K 0.02%
1,042
-324
IGV icon
348
iShares Expanded Tech-Software Sector ETF
IGV
$15.4B
$289K 0.02%
+3,605
HWM icon
349
Howmet Aerospace
HWM
$101B
$288K 0.02%
1,248
+75
MSA icon
350
Mine Safety
MSA
$6.23B
$286K 0.02%
1,746
12 13
14
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