SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.45B
1-Year Est. Return
16.28%
1 Year Est. Return
+16.28%
AUM
$1.35B
AUM Growth
+$135M
(+11%)
Holding
435
Top Buys
| 1 | +$11.6M | |
| 2 | +$7.3M | |
| 3 | +$5.53M | |
| 4 |
Zillow
Z
|
+$4.39M |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$3.88M |
Top Sells
| 1 | +$6.41M | |
| 2 | +$4.91M | |
| 3 | +$4.53M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$1.75M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Kenvue
KVUE
$32.1B
| – | – |
-9,341
|
|
||
427
McCormick & Company Non-Voting
MKC
$17.7B
| – | – |
-2,635
|
|
||
428
Marsh & McLennan
MMC
$90.1B
| – | – |
-981
|
|
||
429
BlackRock MuniYield Quality Fund III
MYI
$735M
| – | – |
-10,246
|
|
||
430
O'Reilly Automotive
ORLY
$83B
| – | – |
-2,190
|
|
||
431
Sprouts Farmers Market
SFM
$7.95B
| – | – |
-1,547
|
|
||
432
Sony
SONY
$176B
| – | – |
-8,243
|
|
||
433
Constellation Brands
STZ
$22.6B
| – | – |
-1,368
|
|
||
434
TotalEnergies
TTE
$140B
| – | – |
-3,394
|
|
||
|
ITCI
435
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| – | – |
-6,189
|
|