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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 0.98%
35,263
-508
27
$14.2M 0.98%
520,986
-7,084
28
$13.7M 0.94%
302,950
-4,899
29
$13.2M 0.91%
19,816
+30
30
$13.1M 0.9%
70,595
-148
31
$12.8M 0.88%
83,614
-2,919
32
$12.4M 0.85%
88,158
+2,536
33
$12.4M 0.85%
53,429
-1,506
34
$12.1M 0.83%
49,866
+1,188
35
$11.5M 0.79%
24,713
-519
36
$10.5M 0.72%
89,876
+472
37
$10.2M 0.7%
99,451
+726
38
$10.2M 0.7%
150,071
-2,250
39
$9.55M 0.66%
18,995
+30
40
$9.36M 0.64%
12,746
+47
41
$9.29M 0.64%
+114,566
42
$8.98M 0.62%
31,839
+757
43
$8.66M 0.6%
91,383
-3,446
44
$8.42M 0.58%
59,706
-1,188
45
$8.28M 0.57%
29,327
-338
46
$7.69M 0.53%
245,944
47
$7.5M 0.52%
66,504
+2,844
48
$7.49M 0.51%
112,869
-1,813
49
$7.48M 0.51%
44,674
+1,550
50
$7.31M 0.5%
21,411
+512
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