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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$332K 0.03%
3,784
+496
327
$328K 0.03%
3,844
-13
328
$323K 0.03%
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+258
329
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11,401
-49
330
$317K 0.03%
6,105
331
$315K 0.03%
1,718
+130
332
$314K 0.03%
956
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333
$313K 0.03%
+1,756
334
$313K 0.03%
2,330
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335
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2,684
-113
336
$304K 0.02%
684
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337
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1,169
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338
$300K 0.02%
1,341
339
$299K 0.02%
4,040
340
$299K 0.02%
6,197
-581
341
$298K 0.02%
+11,813
342
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5,172
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343
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344
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1,529
-19
345
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11,429
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346
$286K 0.02%
1,354
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347
$285K 0.02%
1,906
-6,419
348
$283K 0.02%
57
349
$283K 0.02%
1,803
350
$283K 0.02%
7,368
+257
12 13
14
15 16