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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$346B
$13.8M 1.02%
86,533
+1,749
HD icon
27
Home Depot
HD
$366B
$13.1M 0.97%
35,771
-22
SPY icon
28
SPDR S&P 500 ETF Trust
SPY
$667B
$12.2M 0.9%
19,786
+390
TSLA icon
29
Tesla
TSLA
$1.34T
$11.2M 0.83%
35,216
-3,241
DIA icon
30
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.5B
$11.1M 0.82%
25,232
+188
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.37T
$11.1M 0.82%
62,594
-2,187
XLK icon
32
Technology Select Sector SPDR Fund
XLK
$94.2B
$10.8M 0.8%
42,811
+1,913
JNJ icon
33
Johnson & Johnson
JNJ
$470B
$10.8M 0.8%
70,743
+624
ABBV icon
34
AbbVie
ABBV
$411B
$10.2M 0.75%
54,935
+82
DGRO icon
35
iShares Core Dividend Growth ETF
DGRO
$35.7B
$9.74M 0.72%
152,321
-3,977
WMT icon
36
Walmart
WMT
$818B
$9.65M 0.71%
98,725
-2,726
IWF icon
37
iShares Russell 1000 Growth ETF
IWF
$123B
$9.49M 0.7%
22,351
+195
META icon
38
Meta Platforms (Facebook)
META
$1.54T
$9.37M 0.69%
12,699
+1,895
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.11T
$9.21M 0.68%
18,965
+232
IBM icon
40
IBM
IBM
$285B
$9.16M 0.68%
31,082
-479
SO icon
41
Southern Company
SO
$100B
$8.71M 0.64%
94,829
+2,695
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$3.36T
$8.58M 0.63%
48,678
+6,191
AMGN icon
43
Amgen
AMGN
$181B
$8.28M 0.61%
29,665
+485
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$65.4B
$8.12M 0.6%
60,894
-2,877
KO icon
45
Coca-Cola
KO
$306B
$8.11M 0.6%
114,682
-3,584
EPD icon
46
Enterprise Products Partners
EPD
$68.7B
$7.63M 0.56%
245,944
-1,900
PM icon
47
Philip Morris
PM
$242B
$7.58M 0.56%
41,611
+395
XLV icon
48
Health Care Select Sector SPDR Fund
XLV
$37.7B
$7.46M 0.55%
55,362
+5,847
V icon
49
Visa
V
$649B
$7.42M 0.55%
20,899
-280
XOM icon
50
Exxon Mobil
XOM
$501B
$6.86M 0.51%
63,660
+1,128
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