SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
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
MCK icon
351
McKesson
MCK
$98.7B
$311K 0.02%
402
-8
APP icon
352
Applovin
APP
$159B
$308K 0.02%
429
-192
FHI icon
353
Federated Hermes
FHI
$4.04B
$306K 0.02%
5,886
-979
MTB icon
354
M&T Bank
MTB
$31.4B
$305K 0.02%
1,542
-55
MSA icon
355
Mine Safety
MSA
$6.41B
$300K 0.02%
1,746
-6
BAX icon
356
Baxter International
BAX
$8.62B
$300K 0.02%
13,184
+2,469
TGT icon
357
Target
TGT
$58.3B
$295K 0.02%
3,284
-1,691
ARGX icon
358
argenx
ARGX
$49.8B
$292K 0.02%
396
+13
BA icon
359
Boeing
BA
$176B
$288K 0.02%
1,336
+335
TD icon
360
Toronto Dominion Bank
TD
$178B
$282K 0.02%
3,530
WSO icon
361
Watsco Inc
WSO
$17B
$282K 0.02%
698
SPOT icon
362
Spotify
SPOT
$90.5B
$281K 0.02%
402
-13
PDEC icon
363
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$277K 0.02%
6,603
HACK icon
364
Amplify Cybersecurity ETF
HACK
$2.03B
$273K 0.02%
3,150
+100
CEF icon
365
Sprott Physical Gold and Silver Trust
CEF
$8.93B
$273K 0.02%
7,436
HUM icon
366
Humana
HUM
$28.2B
$266K 0.02%
1,024
-490
FPE icon
367
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$266K 0.02%
14,577
-187
HPQ icon
368
HP
HPQ
$18.9B
$265K 0.02%
9,723
+1,384
VDE icon
369
Vanguard Energy ETF
VDE
$10.6B
$265K 0.02%
2,102
SRE icon
370
Sempra
SRE
$61.5B
$262K 0.02%
2,915
-703
ENB icon
371
Enbridge
ENB
$120B
$261K 0.02%
5,169
-63
LNT icon
372
Alliant Energy
LNT
$18.9B
$259K 0.02%
3,844
GBTC icon
373
Grayscale Bitcoin Trust
GBTC
$31.9B
$258K 0.02%
+2,870
CTAS icon
374
Cintas
CTAS
$66.4B
$257K 0.02%
1,252
-43
RSP icon
375
Invesco S&P 500 Equal Weight ETF
RSP
$86.8B
$255K 0.02%
1,342
+9
13 14
15
16 17