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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1%
65,406
+180
27
$12.2M 0.98%
52,588
+2,727
28
$12M 0.96%
82,711
+1,337
29
$10.7M 0.86%
25,060
+225
30
$10.6M 0.85%
172,195
-2,088
31
$10.5M 0.84%
17,851
+24
32
$10.5M 0.84%
58,812
+1,436
33
$9.27M 0.75%
102,556
+6,369
34
$9.24M 0.74%
39,733
+3,015
35
$8.92M 0.72%
22,213
-377
36
$8.65M 0.7%
19,082
-83
37
$8.36M 0.67%
65,492
+4,963
38
$8.08M 0.65%
42,710
+2,433
39
$7.91M 0.64%
252,162
+1,900
40
$7.74M 0.62%
94,033
+2,111
41
$7.69M 0.62%
29,523
+1,159
42
$7.5M 0.6%
120,395
+3,607
43
$7.48M 0.6%
69,575
+2,547
44
$7.35M 0.59%
+299,033
45
$7.02M 0.57%
24,230
-4,361
46
$7M 0.56%
31,849
+1,057
47
$6.92M 0.56%
296,858
+269,156
48
$6.65M 0.54%
21,039
-2,425
49
$6.62M 0.53%
48,095
+3,330
50
$6.5M 0.52%
90,335
+1,230
1
2
3 4 5