SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.53M
3
+$2.8M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.47M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.3M

Top Sells

1
+$4.86M
2
+$2.37M
3
+$2.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.97M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.28M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$174K 0.01%
15,500
402
$165K 0.01%
12,123
403
$159K 0.01%
13,036
-4,127
404
$150K 0.01%
13,970
405
$113K 0.01%
10,246
-1,325
406
$36.5K ﹤0.01%
16,000
407
– –
-3,844
408
– –
-1,500
409
– –
-6,403
410
– –
-16,186
411
– –
-2,128
412
– –
-3,581
413
– –
-2,325
414
– –
-1,323
415
– –
-730
416
– –
-2,066
417
– –
-7,840
418
– –
-1,345
419
– –
-3,112
420
– –
-5,377
421
– –
-1,906
422
– –
-3,097
423
– –
-35,000
424
– –
-2,750
425
– –
-2,185
14 15 16
17
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