SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
51
Schwab International Equity ETF
SCHF
$58.3B
$7.29M 0.49%
303,429
+22,770
MCD icon
52
McDonald's
MCD
$234B
$6.86M 0.46%
22,458
-97
MRK icon
53
Merck
MRK
$286B
$6.77M 0.45%
64,281
+499
XLU icon
54
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$6.64M 0.45%
155,657
+6,313
AFL icon
55
Aflac
AFL
$57.7B
$6.6M 0.44%
59,881
+303
CGIC
56
Capital Group International Core Equity ETF
CGIC
$1.39B
$6.56M 0.44%
201,960
+55,707
GLD icon
57
SPDR Gold Trust
GLD
$182B
$6.51M 0.44%
16,438
+112
PM icon
58
Philip Morris
PM
$265B
$6.45M 0.43%
40,231
-165
BND icon
59
Vanguard Total Bond Market
BND
$150B
$6.33M 0.42%
85,440
-19
PEP icon
60
PepsiCo
PEP
$218B
$6.02M 0.4%
41,978
-96
CAT icon
61
Caterpillar
CAT
$317B
$5.74M 0.39%
10,023
-389
IWB icon
62
iShares Russell 1000 ETF
IWB
$45.3B
$5.56M 0.37%
14,901
+311
IWR icon
63
iShares Russell Mid-Cap ETF
IWR
$47.7B
$5.55M 0.37%
57,634
-1,764
IBMO icon
64
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$577M
$5.53M 0.37%
215,536
+46,752
XLP icon
65
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.5B
$5.52M 0.37%
71,053
+3,018
VTV icon
66
Vanguard Value ETF
VTV
$165B
$5.26M 0.35%
27,550
+283
FITB
67
Fifth Third Bancorp
FITB
$42.7B
$5.26M 0.35%
112,334
+2,431
EMR icon
68
Emerson Electric
EMR
$77.8B
$5.26M 0.35%
39,608
-293
CVX icon
69
Chevron
CVX
$376B
$5.16M 0.35%
33,866
-3,766
XLV icon
70
State Street Health Care Select Sector SPDR ETF
XLV
$40.8B
$5.04M 0.34%
32,587
-1,083
COST icon
71
Costco
COST
$443B
$4.97M 0.33%
5,764
+111
AXP icon
72
American Express
AXP
$207B
$4.86M 0.33%
13,150
+137
IBMP icon
73
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$618M
$4.65M 0.31%
183,054
+37,333
ORCL icon
74
Oracle
ORCL
$440B
$4.64M 0.31%
23,829
+186
Z icon
75
Zillow
Z
$11B
$4.55M 0.31%
66,685
-11
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3
4 5