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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$232K 0.03%
989
-60
327
$231K 0.03%
4,938
328
$231K 0.03%
+1,179
329
$230K 0.03%
3,820
330
$230K 0.03%
5,144
+88
331
$229K 0.03%
+1,513
332
$229K 0.03%
15,959
333
$227K 0.03%
6,194
+89
334
$226K 0.03%
989
+3
335
$225K 0.03%
1,803
336
$223K 0.03%
1,102
+6
337
$222K 0.03%
8,953
338
$221K 0.03%
+2,927
339
$220K 0.03%
3,241
+165
340
$219K 0.03%
18,036
-149
341
$219K 0.03%
+2,408
342
$219K 0.03%
+2,400
343
$218K 0.03%
+424
344
$216K 0.03%
2,362
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345
$213K 0.03%
2,810
346
$210K 0.03%
4,214
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347
$209K 0.03%
1,688
-34
348
$205K 0.03%
+1,994
349
$205K 0.03%
6,096
350
$201K 0.03%
2,662
+66
12 13
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