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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$236K 0.02%
1,349
+179
377
$235K 0.02%
4,367
-552
378
$233K 0.02%
1,053
-13
379
$226K 0.02%
1,407
380
$225K 0.02%
+610
381
$224K 0.02%
3,781
382
$222K 0.02%
1,420
+220
383
$222K 0.02%
2,884
+127
384
$219K 0.02%
+384
385
$219K 0.02%
+2,185
386
$219K 0.02%
+1,323
387
$218K 0.02%
1,345
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388
$217K 0.02%
2,843
-1,457
389
$216K 0.02%
5,377
+675
390
$215K 0.02%
5,061
-780
391
$214K 0.02%
634
392
$213K 0.02%
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393
$213K 0.02%
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394
$213K 0.02%
730
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395
$213K 0.02%
9,985
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396
$213K 0.02%
627
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397
$210K 0.02%
1,206
-733
398
$209K 0.02%
17,163
-573
399
$209K 0.02%
+2,375
400
$205K 0.02%
+2,750
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