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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
326
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$340K 0.03%
5,671
-2,491
DHI icon
327
D.R. Horton
DHI
$42.2B
$338K 0.03%
2,621
-8,399
DDOG icon
328
Datadog
DDOG
$65.2B
$334K 0.02%
2,483
+153
VBK icon
329
Vanguard Small-Cap Growth ETF
VBK
$19.9B
$330K 0.02%
1,193
AIG icon
330
American International
AIG
$42.3B
$329K 0.02%
+3,839
TRGP icon
331
Targa Resources
TRGP
$36.4B
$326K 0.02%
1,874
+2
BAX icon
332
Baxter International
BAX
$9.61B
$324K 0.02%
10,715
-28,686
IXN icon
333
iShares Global Tech ETF
IXN
$6.38B
$323K 0.02%
3,500
-1,000
GLW icon
334
Corning
GLW
$70.6B
$322K 0.02%
6,116
+109
FDX icon
335
FedEx
FDX
$63.1B
$321K 0.02%
1,412
+67
MAIN icon
336
Main Street Capital
MAIN
$5.28B
$320K 0.02%
5,408
+1,102
SPOT icon
337
Spotify
SPOT
$133B
$318K 0.02%
415
+30
EVRG icon
338
Evergy
EVRG
$17.6B
$315K 0.02%
4,572
CMI icon
339
Cummins
CMI
$64.5B
$315K 0.02%
960
-117
DSI icon
340
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$313K 0.02%
2,694
VMC icon
341
Vulcan Materials
VMC
$37.5B
$311K 0.02%
1,191
-109
MTB icon
342
M&T Bank
MTB
$28.6B
$310K 0.02%
1,597
-85
WSO icon
343
Watsco Inc
WSO
$14.1B
$308K 0.02%
698
-133
PWV icon
344
Invesco Large Cap Value ETF
PWV
$1.22B
$307K 0.02%
4,938
FHI icon
345
Federated Hermes
FHI
$3.82B
$304K 0.02%
6,865
-5,878
ALL icon
346
Allstate
ALL
$55.3B
$304K 0.02%
1,511
+3
MCK icon
347
McKesson
MCK
$104B
$300K 0.02%
410
+28
ATR icon
348
AptarGroup
ATR
$7.89B
$299K 0.02%
1,910
+139
BSX icon
349
Boston Scientific
BSX
$156B
$294K 0.02%
2,738
+103
MSA icon
350
Mine Safety
MSA
$6.24B
$294K 0.02%
1,752
12 13
14
15 16