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
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
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
VLO icon
376
Valero Energy
VLO
$53.9B
$254K 0.02%
1,489
+1
AYI icon
377
Acuity Brands
AYI
$11.4B
$253K 0.02%
735
+1
CCI icon
378
Crown Castle
CCI
$39.9B
$252K 0.02%
2,611
-77
ACN icon
379
Accenture
ACN
$168B
$252K 0.02%
1,020
-744
SNV icon
380
Synovus
SNV
$7.3B
$251K 0.02%
5,118
CLX icon
381
Clorox
CLX
$12.5B
$250K 0.02%
+2,028
MPC icon
382
Marathon Petroleum
MPC
$57.3B
$249K 0.02%
1,291
-2
DTM icon
383
DT Midstream
DTM
$11.9B
$248K 0.02%
2,191
-475
HWM icon
384
Howmet Aerospace
HWM
$77.8B
$247K 0.02%
1,258
+150
ZSEP
385
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$144M
$245K 0.02%
9,254
+1,167
EQR icon
386
Equity Residential
EQR
$23.1B
$245K 0.02%
3,785
+54
SRPT icon
387
Sarepta Therapeutics
SRPT
$2.31B
$245K 0.02%
12,695
+728
AIG icon
388
American International
AIG
$41.5B
$243K 0.02%
7,085
+3,246
CGDV icon
389
Capital Group Dividend Value ETF
CGDV
$25.6B
$242K 0.02%
5,769
+568
ATR icon
390
AptarGroup
ATR
$7.59B
$242K 0.02%
1,810
-100
CVS icon
391
CVS Health
CVS
$100B
$239K 0.02%
3,168
-255
BSX icon
392
Boston Scientific
BSX
$137B
$237K 0.02%
2,432
-306
ETHA
393
iShares Ethereum Trust ETF
ETHA
$1.95B
$237K 0.02%
+7,535
ORLY icon
394
O'Reilly Automotive
ORLY
$78.8B
$237K 0.02%
+2,198
SFLR icon
395
Innovator Equity Managed Floor ETF
SFLR
$1.28B
$234K 0.02%
6,485
AWK icon
396
American Water Works
AWK
$25.1B
$231K 0.02%
1,659
+40
UPS icon
397
United Parcel Service
UPS
$83.9B
$230K 0.02%
2,759
-1,796
ESLT icon
398
Elbit Systems
ESLT
$23.3B
$229K 0.02%
+450
ADI icon
399
Analog Devices
ADI
$137B
$229K 0.02%
933
-92
FV icon
400
First Trust Dorsey Wright Focus 5 ETF
FV
$3.68B
$229K 0.02%
3,699
14 15
16
17 18