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
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.54%
15,575
+1,102
52
$2.79M 0.53%
19,823
+512
53
$2.65M 0.5%
39,377
-1,395
54
$2.56M 0.48%
50,745
+7,032
55
$2.46M 0.46%
36,930
+820
56
$2.45M 0.46%
15,837
+488
57
$2.41M 0.46%
9,788
-30
58
$2.26M 0.43%
4,760
+43
59
$2.24M 0.42%
36,665
+6,463
60
$2.19M 0.41%
3,285
-10
61
$2.18M 0.41%
37,360
-2,155
62
$2.09M 0.39%
+8,455
63
$2.05M 0.39%
32,321
-194
64
$2.02M 0.38%
8,349
+1,118
65
$1.99M 0.38%
3,971
-3
66
$1.97M 0.37%
39,137
+1,774
67
$1.96M 0.37%
6,104
-446
68
$1.94M 0.37%
7,281
-336
69
$1.91M 0.36%
20,138
-386
70
$1.85M 0.35%
5,495
+43
71
$1.77M 0.33%
9,372
+842
72
$1.75M 0.33%
8,390
+215
73
$1.74M 0.33%
13,007
+162
74
$1.73M 0.33%
19,460
+443
75
$1.72M 0.33%
45,885
-2,916
1 2
3
4 5