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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHQ icon
26
Invesco S&P 500 Quality ETF
SPHQ
$18.7B
$14.6M 1%
194,574
-2,581
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.46T
$14.1M 0.96%
49,138
-365
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$13.1M 0.89%
20,153
-79
TSLA icon
29
Tesla
TSLA
$1.47T
$13M 0.88%
34,851
-314
WMT icon
30
Walmart Inc
WMT
$946B
$11.9M 0.81%
95,884
-3,597
XLK icon
31
State Street Technology Select Sector SPDR ETF
XLK
$117B
$11.8M 0.8%
88,777
-814
HD icon
32
Home Depot
HD
$310B
$11.6M 0.79%
35,278
+265
ABBV icon
33
AbbVie
ABBV
$401B
$11.5M 0.79%
53,079
+290
DIA icon
34
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
$11.5M 0.78%
24,751
-227
XOM icon
35
Exxon Mobil
XOM
$621B
$11.4M 0.77%
67,024
-893
PG icon
36
Procter & Gamble
PG
$341B
$11.3M 0.77%
78,510
-1,770
IBTG icon
37
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.29B
$11.3M 0.77%
491,869
-2,574
CGIC
38
Capital Group International Core Equity ETF
CGIC
$1.78B
$10.9M 0.74%
330,562
+128,602
AMGN icon
39
Amgen
AMGN
$189B
$10.2M 0.7%
29,089
-126
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$40.6B
$9.88M 0.67%
140,729
-5,782
EPD icon
41
Enterprise Products Partners
EPD
$81.8B
$9.15M 0.62%
241,788
-1,324
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$127B
$9.05M 0.62%
84,936
+24
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.05T
$9.03M 0.61%
18,834
-43
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$78B
$8.99M 0.61%
60,702
-818
SO icon
45
Southern Company
SO
$104B
$8.65M 0.59%
89,632
-154
CATH icon
46
Global X S&P 500 Catholic Values ETF
CATH
$1.24B
$8.59M 0.58%
109,895
-4,484
RTX icon
47
RTX Corp
RTX
$244B
$8.46M 0.58%
43,845
-769
KO icon
48
Coca-Cola
KO
$342B
$8M 0.54%
105,198
-6,898
MRK icon
49
Merck
MRK
$298B
$7.76M 0.53%
64,516
+235
SCHF icon
50
Schwab International Equity ETF
SCHF
$64B
$7.7M 0.52%
311,252
+7,823
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