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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$311K 0.02%
402
-8
352
$308K 0.02%
429
-192
353
$306K 0.02%
5,886
-979
354
$305K 0.02%
1,542
-55
355
$300K 0.02%
1,746
-6
356
$300K 0.02%
13,184
+2,469
357
$295K 0.02%
3,284
-1,691
358
$292K 0.02%
396
+13
359
$288K 0.02%
1,336
+335
360
$282K 0.02%
3,530
361
$282K 0.02%
698
362
$281K 0.02%
402
-13
363
$277K 0.02%
6,603
364
$273K 0.02%
3,150
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365
$273K 0.02%
7,436
366
$266K 0.02%
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367
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368
$265K 0.02%
9,723
+1,384
369
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2,102
370
$262K 0.02%
2,915
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371
$261K 0.02%
5,169
-63
372
$259K 0.02%
3,844
373
$258K 0.02%
+2,870
374
$257K 0.02%
1,252
-43
375
$255K 0.02%
1,342
+9
13 14
15
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