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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$464B
$11.6M 0.95%
70,119
-12,592
ABBV icon
27
AbbVie
ABBV
$403B
$11.5M 0.94%
54,853
-3,959
SPY icon
28
SPDR S&P 500 ETF Trust
SPY
$667B
$10.8M 0.89%
19,396
+1,545
DIA icon
29
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$10.5M 0.86%
25,044
-16
IBTF icon
30
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$10.5M 0.86%
447,972
+151,114
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.07T
$10.1M 0.83%
64,781
-625
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.98M 0.82%
18,733
-349
DGRO icon
33
iShares Core Dividend Growth ETF
DGRO
$35.6B
$9.66M 0.79%
156,298
-15,897
TSLA icon
34
Tesla
TSLA
$1.49T
$9.11M 0.75%
38,457
-6,024
AMGN icon
35
Amgen
AMGN
$158B
$9.09M 0.75%
29,180
-343
WMT icon
36
Walmart
WMT
$852B
$8.91M 0.73%
101,451
-1,105
AVGO icon
37
Broadcom
AVGO
$1.63T
$8.54M 0.7%
50,996
-1,592
SO icon
38
Southern Company
SO
$106B
$8.47M 0.7%
92,134
-1,899
KO icon
39
Coca-Cola
KO
$301B
$8.47M 0.7%
118,266
-2,129
EPD icon
40
Enterprise Products Partners
EPD
$67B
$8.46M 0.69%
247,844
-4,318
XLK icon
41
Technology Select Sector SPDR Fund
XLK
$95B
$8.44M 0.69%
40,898
+1,165
VYM icon
42
Vanguard High Dividend Yield ETF
VYM
$65.2B
$8.22M 0.67%
63,771
-1,721
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$124B
$8M 0.66%
22,156
-57
IBM icon
44
IBM
IBM
$265B
$7.85M 0.64%
31,561
-288
XOM icon
45
Exxon Mobil
XOM
$494B
$7.44M 0.61%
62,532
-7,043
V icon
46
Visa
V
$671B
$7.42M 0.61%
21,179
+140
MCD icon
47
McDonald's
MCD
$219B
$7.24M 0.59%
23,182
-1,048
XLV icon
48
Health Care Select Sector SPDR Fund
XLV
$36B
$7.23M 0.59%
49,515
+1,420
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$3.06T
$6.57M 0.54%
42,487
-223
PM icon
50
Philip Morris
PM
$245B
$6.54M 0.54%
41,216
-2,934
1
2
3 4 5