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
VDE icon
351
Vanguard Energy ETF
VDE
$7.27B
$273K 0.02%
2,102
EQR icon
352
Equity Residential
EQR
$24.3B
$267K 0.02%
3,724
-75
BSX icon
353
Boston Scientific
BSX
$151B
$266K 0.02%
+2,635
ATR icon
354
AptarGroup
ATR
$8.55B
$263K 0.02%
1,771
-32
ESGV icon
355
Vanguard ESG US Stock ETF
ESGV
$11.8B
$260K 0.02%
2,651
-579
FPE icon
356
First Trust Preferred Securities and Income ETF
FPE
$6.26B
$259K 0.02%
14,732
+31
BKNG icon
357
Booking.com
BKNG
$165B
$258K 0.02%
56
-1
MCK icon
358
McKesson
MCK
$100B
$257K 0.02%
382
-2
MSA icon
359
Mine Safety
MSA
$6.56B
$257K 0.02%
+1,752
CEG icon
360
Constellation Energy
CEG
$122B
$254K 0.02%
1,262
-79
CRH icon
361
CRH
CRH
$80.8B
$253K 0.02%
2,875
+39
STZ icon
362
Constellation Brands
STZ
$24.5B
$251K 0.02%
1,368
+315
TT icon
363
Trane Technologies
TT
$94.8B
$249K 0.02%
739
+129
LNT icon
364
Alliant Energy
LNT
$17.9B
$244K 0.02%
3,786
+5
MAIN icon
365
Main Street Capital
MAIN
$5.17B
$244K 0.02%
4,306
+102
TRI icon
366
Thomson Reuters
TRI
$73.3B
$243K 0.02%
1,407
CTAS icon
367
Cintas
CTAS
$77B
$241K 0.02%
1,172
+68
MMC icon
368
Marsh & McLennan
MMC
$91.9B
$239K 0.02%
981
+32
AWK icon
369
American Water Works
AWK
$27.8B
$238K 0.02%
1,615
-300
SFM icon
370
Sprouts Farmers Market
SFM
$10.4B
$236K 0.02%
+1,547
EXC icon
371
Exelon
EXC
$48.5B
$236K 0.02%
5,113
-558
ENB icon
372
Enbridge
ENB
$102B
$235K 0.02%
5,304
+243
RSP icon
373
Invesco S&P 500 Equal Weight ETF
RSP
$75.5B
$235K 0.02%
1,354
+5
SRE icon
374
Sempra
SRE
$60.3B
$234K 0.02%
3,279
-505
DDOG icon
375
Datadog
DDOG
$55.1B
$231K 0.02%
2,330
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