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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
326
Phillips 66
PSX
$54.8B
$307K 0.03%
2,486
-198
HUM icon
327
Humana
HUM
$34.7B
$305K 0.03%
1,154
+63
VMC icon
328
Vulcan Materials
VMC
$39.1B
$303K 0.02%
1,300
+131
FIX icon
329
Comfort Systems
FIX
$33.7B
$302K 0.02%
937
-57
MTB icon
330
M&T Bank
MTB
$29B
$301K 0.02%
1,682
+153
VBK icon
331
Vanguard Small-Cap Growth ETF
VBK
$21.1B
$300K 0.02%
1,193
FNF icon
332
Fidelity National Financial
FNF
$15.6B
$297K 0.02%
4,564
-3,190
CCI icon
333
Crown Castle
CCI
$42.7B
$297K 0.02%
2,846
-6,887
VDC icon
334
Vanguard Consumer Staples ETF
VDC
$7.42B
$297K 0.02%
1,355
+1
NKE icon
335
Nike
NKE
$102B
$295K 0.02%
4,640
-726
SCHW icon
336
Charles Schwab
SCHW
$172B
$294K 0.02%
3,758
-29
WWD icon
337
Woodward
WWD
$15.8B
$294K 0.02%
1,612
+89
PWV icon
338
Invesco Large Cap Value ETF
PWV
$1.21B
$294K 0.02%
4,938
KHC icon
339
Kraft Heinz
KHC
$29.9B
$291K 0.02%
9,565
-2,083
CPRT icon
340
Copart
CPRT
$43.3B
$290K 0.02%
5,116
-56
HPQ icon
341
HP
HPQ
$26.2B
$289K 0.02%
10,424
+112
ADBE icon
342
Adobe
ADBE
$148B
$288K 0.02%
750
+66
CVS icon
343
CVS Health
CVS
$103B
$286K 0.02%
+4,226
PAUG icon
344
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$278K 0.02%
7,361
+282
CCL icon
345
Carnival Corp
CCL
$39B
$278K 0.02%
14,217
-700
PDEC icon
346
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$277K 0.02%
7,368
Z icon
347
Zillow
Z
$18.8B
$277K 0.02%
4,040
DSI icon
348
iShares MSCI KLD 400 Social ETF
DSI
$5.05B
$276K 0.02%
2,694
-847
GLW icon
349
Corning
GLW
$75B
$275K 0.02%
6,007
+105
KRYS icon
350
Krystal Biotech
KRYS
$5.41B
$273K 0.02%
1,515
+95
12 13
14
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