SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$348B
$14.3M 0.98%
35,263
-508
SCHD icon
27
Schwab US Dividend Equity ETF
SCHD
$71.1B
$14.2M 0.98%
520,986
-7,084
BMY icon
28
Bristol-Myers Squibb
BMY
$105B
$13.7M 0.94%
302,950
-4,899
SPY icon
29
SPDR S&P 500 ETF Trust
SPY
$702B
$13.2M 0.91%
19,816
+30
JNJ icon
30
Johnson & Johnson
JNJ
$486B
$13.1M 0.9%
70,595
-148
PG icon
31
Procter & Gamble
PG
$323B
$12.8M 0.88%
83,614
-2,919
XLK icon
32
State Street Technology Select Sector SPDR ETF
XLK
$48.1B
$12.4M 0.85%
44,079
+1,268
ABBV icon
33
AbbVie
ABBV
$394B
$12.4M 0.85%
53,429
-1,506
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.79T
$12.1M 0.83%
49,866
+1,188
DIA icon
35
SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.8B
$11.5M 0.79%
24,713
-519
IWF icon
36
iShares Russell 1000 Growth ETF
IWF
$125B
$10.5M 0.72%
22,469
+118
WMT icon
37
Walmart
WMT
$905B
$10.2M 0.7%
99,451
+726
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$35.5B
$10.2M 0.7%
150,071
-2,250
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.07T
$9.55M 0.66%
18,995
+30
META icon
40
Meta Platforms (Facebook)
META
$1.68T
$9.36M 0.64%
12,746
+47
CATH icon
41
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
$9.29M 0.64%
+114,566
IBM icon
42
IBM
IBM
$289B
$8.98M 0.62%
31,839
+757
SO icon
43
Southern Company
SO
$94.2B
$8.66M 0.6%
91,383
-3,446
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$68.5B
$8.42M 0.58%
59,706
-1,188
AMGN icon
45
Amgen
AMGN
$173B
$8.28M 0.57%
29,327
-338
EPD icon
46
Enterprise Products Partners
EPD
$70.8B
$7.69M 0.53%
245,944
XOM icon
47
Exxon Mobil
XOM
$489B
$7.5M 0.52%
66,504
+2,844
KO icon
48
Coca-Cola
KO
$302B
$7.49M 0.51%
112,869
-1,813
RTX icon
49
RTX Corp
RTX
$230B
$7.48M 0.51%
44,674
+1,550
V icon
50
Visa
V
$631B
$7.31M 0.5%
21,411
+512
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