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
DTM icon
351
DT Midstream
DTM
$11.5B
$293K 0.02%
2,666
+488
ESGV icon
352
Vanguard ESG US Stock ETF
ESGV
$11.6B
$291K 0.02%
2,651
SHLD icon
353
Global X Defense Tech ETF
SHLD
$4.14B
$289K 0.02%
+4,800
CTAS icon
354
Cintas
CTAS
$75.5B
$289K 0.02%
1,295
+123
PAUG icon
355
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$286K 0.02%
7,079
-282
UBER icon
356
Uber
UBER
$191B
$285K 0.02%
3,051
+129
HII icon
357
Huntington Ingalls Industries
HII
$12.3B
$283K 0.02%
1,171
+155
TRI icon
358
Thomson Reuters
TRI
$62.5B
$282K 0.02%
1,404
-3
CCI icon
359
Crown Castle
CCI
$39.5B
$276K 0.02%
2,688
-158
SRE icon
360
Sempra
SRE
$60.2B
$274K 0.02%
3,618
+339
CRH icon
361
CRH
CRH
$74.4B
$274K 0.02%
2,982
+107
IQV icon
362
IQVIA
IQV
$38.1B
$269K 0.02%
+1,707
KRYS icon
363
Krystal Biotech
KRYS
$5.82B
$268K 0.02%
1,947
+432
MSTR icon
364
Strategy Inc
MSTR
$59.9B
$268K 0.02%
+662
SNV icon
365
Synovus
SNV
$6.4B
$265K 0.02%
5,118
-2,823
PDEC icon
366
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$264K 0.02%
6,603
-765
HACK icon
367
Amplify Cybersecurity ETF
HACK
$2.31B
$263K 0.02%
+3,050
FPE icon
368
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$263K 0.02%
14,764
+32
FNF icon
369
Fidelity National Financial
FNF
$15.9B
$261K 0.02%
4,649
+85
TD icon
370
Toronto Dominion Bank
TD
$139B
$259K 0.02%
3,530
-19
SNY icon
371
Sanofi
SNY
$127B
$259K 0.02%
5,352
-225
PLTR icon
372
Palantir
PLTR
$410B
$255K 0.02%
+1,870
EQR icon
373
Equity Residential
EQR
$22.6B
$252K 0.02%
3,731
+7
VDE icon
374
Vanguard Energy ETF
VDE
$7.38B
$250K 0.02%
2,102
ADBE icon
375
Adobe
ADBE
$140B
$245K 0.02%
632
-118
13 14
15
16 17