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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
376
$254K 0.02%
1,489
+1
377
$253K 0.02%
735
+1
378
$252K 0.02%
2,611
-77
379
$252K 0.02%
1,020
-744
380
$251K 0.02%
5,118
381
$250K 0.02%
+2,028
382
$249K 0.02%
1,291
-2
383
$248K 0.02%
2,191
-475
384
$247K 0.02%
1,258
+150
385
$245K 0.02%
9,254
+1,167
386
$245K 0.02%
3,785
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387
$245K 0.02%
12,695
+728
388
$243K 0.02%
7,085
+3,246
389
$242K 0.02%
5,769
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390
$242K 0.02%
1,810
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391
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3,168
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392
$237K 0.02%
2,432
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393
$237K 0.02%
+7,535
394
$237K 0.02%
+2,198
395
$234K 0.02%
6,485
396
$231K 0.02%
1,659
+40
397
$230K 0.02%
2,759
-1,796
398
$229K 0.02%
+450
399
$229K 0.02%
933
-92
400
$229K 0.02%
3,699
14 15
16
17 18