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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
51
SPDR Gold Trust
GLD
$143B
$7.63M 0.52%
17,735
+1,297
IBM icon
52
IBM
IBM
$268B
$7.53M 0.51%
31,062
-204
CVX icon
53
Chevron
CVX
$373B
$7.38M 0.5%
35,657
+1,791
META icon
54
Meta Platforms (Facebook)
META
$1.51T
$7.22M 0.49%
12,619
+52
XLU icon
55
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$7.05M 0.48%
153,725
-1,932
CAT icon
56
Caterpillar
CAT
$417B
$7M 0.48%
9,882
-141
MCD icon
57
McDonald's
MCD
$199B
$6.87M 0.47%
22,120
-338
PM icon
58
Philip Morris
PM
$278B
$6.7M 0.46%
40,536
+305
AFL icon
59
Aflac
AFL
$60.2B
$6.54M 0.44%
59,586
-295
PEP icon
60
PepsiCo
PEP
$194B
$6.51M 0.44%
41,910
-68
BND icon
61
Vanguard Total Bond Market
BND
$152B
$6.29M 0.43%
85,461
+21
V icon
62
Visa
V
$615B
$6.28M 0.43%
20,790
-810
IBMO icon
63
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$586M
$5.83M 0.4%
227,642
+12,106
XLP icon
64
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$5.81M 0.4%
70,892
-161
COST icon
65
Costco
COST
$431B
$5.81M 0.4%
5,828
+64
IWR icon
66
iShares Russell Mid-Cap ETF
IWR
$54.2B
$5.52M 0.38%
56,802
-832
VTV icon
67
Vanguard Value ETF
VTV
$178B
$5.33M 0.36%
27,185
-365
IWB icon
68
iShares Russell 1000 ETF
IWB
$47.7B
$5.3M 0.36%
14,853
-48
FITB
69
Fifth Third Bancorp
FITB
$47.1B
$5.24M 0.36%
112,729
+395
EMR icon
70
Emerson Electric
EMR
$77.4B
$5.16M 0.35%
39,404
-204
IBMP icon
71
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$643M
$5.04M 0.34%
197,983
+14,929
XLV icon
72
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$4.59M 0.31%
31,282
-1,305
MO icon
73
Altria Group
MO
$121B
$4.56M 0.31%
69,064
+242
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$135B
$4.55M 0.31%
45,847
+1,408
IEFA icon
75
iShares Core MSCI EAFE ETF
IEFA
$182B
$4.55M 0.31%
50,261
+1,417
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3
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