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
401
$203K 0.02%
3,820
402
$203K 0.02%
3,112
403
$202K 0.02%
15,500
404
$202K 0.02%
+5,400
405
$202K 0.02%
1,104
-23
406
$202K 0.02%
+949
407
$200K 0.02%
2,325
-140
408
$188K 0.02%
35,000
409
$178K 0.01%
11,000
410
$174K 0.01%
16,186
+15
411
$163K 0.01%
12,123
412
$146K 0.01%
13,970
413
$128K 0.01%
11,571
-1,975
414
$49.9K ﹤0.01%
16,000
+2,500
415
$12K ﹤0.01%
1,500
416
– –
-1,164
417
– –
-4,952
418
– –
-3,013
419
– –
-3,178
420
– –
-1,938
421
– –
-3,210
422
– –
-3,457
423
– –
-424,207
424
– –
-950,120
425
– –
-125,369
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