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
351
$200K 0.02%
+1,585
352
$180K 0.02%
+35,000
353
$168K 0.02%
16,136
354
$164K 0.02%
11,937
355
$157K 0.02%
16,406
-1,500
356
$155K 0.02%
+16,000
357
$146K 0.02%
15,100
-2,000
358
$113K 0.01%
11,699
-1,410
359
$94.2K 0.01%
30,000
360
$83K 0.01%
+10,000
361
$82.7K 0.01%
44,726
362
$46.8K 0.01%
15,000
363
$16.3K ﹤0.01%
69,198
364
$14.8K ﹤0.01%
12,500
365
$6.15K ﹤0.01%
1,500
366
– –
-5,750
367
– –
-3,001
368
– –
-656
369
– –
-3,972
370
– –
-9,535
371
– –
-6,431
372
– –
-7,180
373
– –
-7,213
374
– –
-6,791
375
– –
-2,490
12 13 14
15
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