SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 1.03%
47,962
+6,195
27
$5.41M 1.02%
104,042
-1,309
28
$5.37M 1.01%
17,561
-279
29
$5.22M 0.99%
14,362
+628
30
$5.14M 0.97%
29,583
+538
31
$5.07M 0.96%
12,741
-41
32
$5.04M 0.95%
94,816
-1,504
33
$4.88M 0.92%
21,681
+699
34
$4.48M 0.85%
86,988
+396
35
$4.29M 0.81%
29,993
-143
36
$4.28M 0.81%
14,298
+110
37
$4.21M 0.8%
143,050
+15,290
38
$3.77M 0.71%
95,556
-7,485
39
$3.75M 0.71%
149,234
-195,600
40
$3.66M 0.69%
47,802
+1,739
41
$3.63M 0.69%
24,648
-249
42
$3.54M 0.67%
30,168
+506
43
$3.41M 0.64%
23,520
+400
44
$3.38M 0.64%
311,162
-7,444
45
$3.36M 0.63%
69,579
+2,550
46
$3.31M 0.62%
39,810
+6,326
47
$3.25M 0.62%
15,615
-201
48
$3.25M 0.61%
34,831
+2,476
49
$3.21M 0.61%
32,685
-15,087
50
$3.15M 0.6%
14,298
+51
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