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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.97M 0.99%
29,672
+2,394
27
$7.91M 0.98%
158,131
+11,076
28
$7.22M 0.9%
21,557
+2,177
29
$7.16M 0.89%
127,862
+3,424
30
$6.95M 0.86%
26,365
+1,037
31
$6.85M 0.85%
250,362
+1,600
32
$6.74M 0.84%
282,901
+81,023
33
$6.68M 0.83%
19,057
+1,420
34
$6.32M 0.79%
23,744
+1,427
35
$6.31M 0.78%
53,652
+6,859
36
$6.26M 0.78%
37,144
+1,242
37
$6.15M 0.77%
28,969
+86
38
$5.95M 0.74%
91,935
+1,205
39
$5.55M 0.69%
32,757
+1,610
40
$5.28M 0.66%
51,306
+1,650
41
$5.25M 0.65%
22,837
+2,834
42
$4.92M 0.61%
59,190
+770
43
$4.91M 0.61%
37,556
+507
44
$4.72M 0.59%
88,467
+8,592
45
$4.52M 0.56%
136,406
+2,545
46
$4.46M 0.55%
10,428
+743
47
$4.28M 0.53%
31,014
+85
48
$4.25M 0.53%
41,125
+2,658
49
$4.25M 0.53%
32,987
+6,990
50
$4.11M 0.51%
25,102
+6,187
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