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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.97M 0.49%
85,647
+7,179
52
$3.95M 0.49%
40,922
+381
53
$3.8M 0.47%
31,476
-58
54
$3.8M 0.47%
17,181
+867
55
$3.75M 0.47%
54,198
+3,000
56
$3.46M 0.43%
59,698
+8,724
57
$3.32M 0.41%
35,294
+176
58
$3.24M 0.4%
6,424
-64
59
$3.2M 0.4%
85,253
+62,553
60
$3.07M 0.38%
5,426
+386
61
$3.06M 0.38%
13,020
+1,821
62
$3.03M 0.38%
318,121
+14,281
63
$2.94M 0.37%
14,152
+7,244
64
$2.91M 0.36%
37,917
+464
65
$2.88M 0.36%
18,134
+1,260
66
$2.85M 0.35%
41,349
+10,162
67
$2.76M 0.34%
48,190
-184
68
$2.68M 0.33%
75,336
-581
69
$2.65M 0.33%
59,740
+2,316
70
$2.64M 0.33%
87,713
+1,740
71
$2.62M 0.33%
28,259
+4,289
72
$2.57M 0.32%
79,297
-12,933
73
$2.57M 0.32%
29,007
+311
74
$2.57M 0.32%
18,303
+812
75
$2.56M 0.32%
40,009
+142
1 2
3
4 5