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
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHQ icon
26
Invesco S&P 500 Quality ETF
SPHQ
$16B
$14.8M 0.99%
197,155
-1,432
JNJ icon
27
Johnson & Johnson
JNJ
$579B
$14.3M 0.96%
68,935
-1,660
BMY icon
28
Bristol-Myers Squibb
BMY
$123B
$14.1M 0.94%
260,569
-42,381
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$681B
$13.8M 0.93%
20,232
+416
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$86.8B
$12.9M 0.87%
89,591
+1,433
ABBV icon
31
AbbVie
ABBV
$407B
$12.1M 0.81%
52,789
-640
HD icon
32
Home Depot
HD
$356B
$12M 0.81%
35,013
-250
DIA icon
33
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.8B
$12M 0.81%
24,978
+265
PG icon
34
Procter & Gamble
PG
$357B
$11.5M 0.77%
80,280
-3,334
IBTG icon
35
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$11.3M 0.76%
494,443
+202,697
WMT icon
36
Walmart Inc
WMT
$987B
$11.1M 0.74%
99,481
+30
DGRO icon
37
iShares Core Dividend Growth ETF
DGRO
$37.6B
$10.2M 0.68%
146,511
-3,560
IWF icon
38
iShares Russell 1000 Growth ETF
IWF
$116B
$10M 0.67%
21,228
-1,241
AMGN icon
39
Amgen
AMGN
$199B
$9.56M 0.64%
29,215
-112
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.49M 0.64%
18,877
-118
CATH icon
41
Global X S&P 500 Catholic Values ETF
CATH
$1.09B
$9.41M 0.63%
114,379
-187
IBM icon
42
IBM
IBM
$243B
$9.26M 0.62%
31,266
-573
VYM icon
43
Vanguard High Dividend Yield ETF
VYM
$72.5B
$8.83M 0.59%
61,520
+1,814
META icon
44
Meta Platforms (Facebook)
META
$1.63T
$8.3M 0.56%
12,567
-179
RTX icon
45
RTX Corp
RTX
$282B
$8.18M 0.55%
44,614
-60
XOM icon
46
Exxon Mobil
XOM
$630B
$8.17M 0.55%
67,917
+1,413
KO icon
47
Coca-Cola
KO
$331B
$7.84M 0.53%
112,096
-773
SO icon
48
Southern Company
SO
$109B
$7.83M 0.53%
89,786
-1,597
EPD icon
49
Enterprise Products Partners
EPD
$81.2B
$7.79M 0.52%
243,112
-2,832
V icon
50
Visa
V
$610B
$7.58M 0.51%
21,600
+189
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