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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.04M 0.49%
10,314
+79
52
$5.64M 0.45%
38,969
-2,241
53
$5.61M 0.45%
63,499
+270
54
$5.49M 0.44%
5,987
-120
55
$5.31M 0.43%
44,150
-671
56
$5.25M 0.42%
50,712
+14,641
57
$5.17M 0.42%
51,990
+380
58
$5.07M 0.41%
40,926
+115
59
$5.02M 0.4%
33,033
+1,722
60
$5.01M 0.4%
66,240
+4,597
61
$4.98M 0.4%
29,400
+81
62
$4.47M 0.36%
56,925
+3,696
63
$4.42M 0.36%
13,717
+465
64
$4.33M 0.35%
11,927
+519
65
$4.23M 0.34%
10,304
+919
66
$4.2M 0.34%
36,329
+12,118
67
$4.01M 0.32%
30,589
+729
68
$3.87M 0.31%
74,058
+505
69
$3.86M 0.31%
15,226
-566
70
$3.81M 0.31%
39,347
-228
71
$3.78M 0.3%
22,690
-88
72
$3.71M 0.3%
87,695
-2,767
73
$3.67M 0.3%
23,876
+1,078
74
$3.58M 0.29%
140,526
-618
75
$3.56M 0.29%
133,828
-726
1 2
3
4 5