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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFL icon
51
Aflac
AFL
$57.5B
$6.52M 0.54%
58,665
+7,953
BND icon
52
Vanguard Total Bond Market
BND
$138B
$6.3M 0.52%
85,762
-4,573
META icon
53
Meta Platforms (Facebook)
META
$1.84T
$6.23M 0.51%
10,804
+490
CVX icon
54
Chevron
CVX
$315B
$5.93M 0.49%
35,431
-3,538
COST icon
55
Costco
COST
$417B
$5.56M 0.46%
5,883
-104
XLU icon
56
Utilities Select Sector SPDR Fund
XLU
$22.2B
$5.36M 0.44%
68,036
+1,796
IWR icon
57
iShares Russell Mid-Cap ETF
IWR
$45B
$5.3M 0.44%
62,323
-1,176
PEP icon
58
PepsiCo
PEP
$207B
$4.97M 0.41%
33,117
+84
RTX icon
59
RTX Corp
RTX
$240B
$4.93M 0.4%
37,255
+926
VTV icon
60
Vanguard Value ETF
VTV
$148B
$4.85M 0.4%
28,073
-1,327
MRK icon
61
Merck
MRK
$218B
$4.84M 0.4%
53,957
+1,967
XLP icon
62
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$4.83M 0.4%
59,117
+2,192
EMR icon
63
Emerson Electric
EMR
$75B
$4.47M 0.37%
40,814
-112
GLD icon
64
SPDR Gold Trust
GLD
$132B
$4.33M 0.36%
15,017
+332
MO icon
65
Altria Group
MO
$108B
$4.29M 0.35%
71,417
-2,641
IWB icon
66
iShares Russell 1000 ETF
IWB
$45.2B
$4.25M 0.35%
13,863
+146
KMB icon
67
Kimberly-Clark
KMB
$39.4B
$4.1M 0.34%
28,849
-1,740
AGG icon
68
iShares Core US Aggregate Bond ETF
AGG
$133B
$4.04M 0.33%
40,842
+1,495
IBMO icon
69
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$4.02M 0.33%
157,368
+16,842
WMB icon
70
Williams Companies
WMB
$72B
$3.99M 0.33%
66,710
+1,170
VHT icon
71
Vanguard Health Care ETF
VHT
$16.2B
$3.98M 0.33%
15,036
-190
IBMN icon
72
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$3.92M 0.32%
146,480
+12,652
CAT icon
73
Caterpillar
CAT
$244B
$3.86M 0.32%
11,715
-212
PGR icon
74
Progressive
PGR
$129B
$3.74M 0.31%
13,213
+393
QCOM icon
75
Qualcomm
QCOM
$183B
$3.72M 0.3%
24,186
+310
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3
4 5