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
ADI icon
376
Analog Devices
ADI
$117B
$244K 0.02%
1,025
+2
RSP icon
377
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$242K 0.02%
1,333
-21
KHC icon
378
Kraft Heinz
KHC
$29.5B
$237K 0.02%
9,198
-367
ENB icon
379
Enbridge
ENB
$105B
$237K 0.02%
5,232
-72
CVS icon
380
CVS Health
CVS
$101B
$236K 0.02%
3,423
-803
FROG icon
381
JFrog
FROG
$7.05B
$233K 0.02%
+5,300
LNT icon
382
Alliant Energy
LNT
$17.3B
$232K 0.02%
3,844
+58
KD icon
383
Kyndryl
KD
$5.85B
$232K 0.02%
+5,521
WY icon
384
Weyerhaeuser
WY
$16.2B
$230K 0.02%
8,964
-2,477
IYW icon
385
iShares US Technology ETF
IYW
$22.2B
$226K 0.02%
+1,304
AWK icon
386
American Water Works
AWK
$25.7B
$225K 0.02%
1,619
+4
VFH icon
387
Vanguard Financials ETF
VFH
$12.7B
$224K 0.02%
1,763
-816
CEF icon
388
Sprott Physical Gold and Silver Trust
CEF
$7.75B
$224K 0.02%
7,436
VDC icon
389
Vanguard Consumer Staples ETF
VDC
$7.22B
$223K 0.02%
1,019
-336
EXC icon
390
Exelon
EXC
$45.8B
$221K 0.02%
5,098
-15
PYPL icon
391
PayPal
PYPL
$61.1B
$220K 0.02%
+2,964
FV icon
392
First Trust Dorsey Wright Focus 5 ETF
FV
$3.66B
$219K 0.02%
3,699
AYI icon
393
Acuity Brands
AYI
$10.8B
$219K 0.02%
+734
SFLR icon
394
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$218K 0.02%
6,485
APP icon
395
Applovin
APP
$188B
$217K 0.02%
+621
MPC icon
396
Marathon Petroleum
MPC
$58.5B
$215K 0.02%
+1,293
CDW icon
397
CDW
CDW
$19.1B
$212K 0.02%
1,186
-111
ARGX icon
398
argenx
ARGX
$54.9B
$211K 0.02%
+383
ROK icon
399
Rockwell Automation
ROK
$42.6B
$210K 0.02%
632
-192
EOG icon
400
EOG Resources
EOG
$59.3B
$210K 0.02%
+1,754
14 15
16
17 18