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
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
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
ITOT icon
326
iShares Core S&P Total US Stock Market ETF
ITOT
$80.9B
$355K 0.02%
2,434
-600
KRYS icon
327
Krystal Biotech
KRYS
$6.96B
$354K 0.02%
2,003
+56
DDOG icon
328
Datadog
DDOG
$53.3B
$354K 0.02%
2,483
AEM icon
329
Agnico Eagle Mines
AEM
$81.4B
$352K 0.02%
+2,090
IHI icon
330
iShares US Medical Devices ETF
IHI
$4.17B
$349K 0.02%
5,803
-152
SCHW icon
331
Charles Schwab
SCHW
$170B
$347K 0.02%
3,637
-244
IEMG icon
332
iShares Core MSCI Emerging Markets ETF
IEMG
$119B
$343K 0.02%
5,197
-474
DSI icon
333
iShares MSCI KLD 400 Social ETF
DSI
$5.08B
$339K 0.02%
2,694
HII icon
334
Huntington Ingalls Industries
HII
$12.7B
$339K 0.02%
1,176
+5
JIRE icon
335
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.6B
$336K 0.02%
+4,569
FDX icon
336
FedEx
FDX
$66.7B
$333K 0.02%
1,413
+1
ALL icon
337
Allstate
ALL
$52.7B
$332K 0.02%
1,549
+38
DHI icon
338
D.R. Horton
DHI
$44.7B
$332K 0.02%
1,958
-663
IQV icon
339
IQVIA
IQV
$37.9B
$332K 0.02%
1,746
+39
ESGU icon
340
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$331K 0.02%
2,270
-396
EVRG icon
341
Evergy
EVRG
$16.9B
$330K 0.02%
4,342
-230
BKNG icon
342
Booking.com
BKNG
$171B
$329K 0.02%
61
+2
CAH icon
343
Cardinal Health
CAH
$47.2B
$328K 0.02%
2,087
-225
VXUS icon
344
Vanguard Total International Stock ETF
VXUS
$115B
$325K 0.02%
+4,428
PWV icon
345
Invesco Large Cap Value ETF
PWV
$1.25B
$322K 0.02%
4,938
AMT icon
346
American Tower
AMT
$85B
$321K 0.02%
1,670
-64
ELV icon
347
Elevance Health
ELV
$75B
$317K 0.02%
982
-212
SPGI icon
348
S&P Global
SPGI
$148B
$314K 0.02%
645
-99
ESGV icon
349
Vanguard ESG US Stock ETF
ESGV
$11.9B
$314K 0.02%
2,651
TRGP icon
350
Targa Resources
TRGP
$39.2B
$314K 0.02%
1,872
-2
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