SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$219B
$6.76M 0.5%
23,136
-46
RTX icon
52
RTX Corp
RTX
$233B
$6.3M 0.47%
43,124
+5,869
BND icon
53
Vanguard Total Bond Market
BND
$137B
$6.3M 0.47%
85,515
-247
AFL icon
54
Aflac
AFL
$60.3B
$6.2M 0.46%
58,792
+127
XLU icon
55
Utilities Select Sector SPDR Fund
XLU
$21.8B
$5.89M 0.44%
72,168
+4,132
PEP icon
56
PepsiCo
PEP
$198B
$5.8M 0.43%
43,915
+10,798
COST icon
57
Costco
COST
$410B
$5.59M 0.41%
5,645
-238
IBTF icon
58
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$5.56M 0.41%
237,830
-210,142
IBTG icon
59
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$5.53M 0.41%
+241,272
IWR icon
60
iShares Russell Mid-Cap ETF
IWR
$44.1B
$5.5M 0.41%
59,761
-2,562
CVX icon
61
Chevron
CVX
$311B
$5.34M 0.39%
37,296
+1,865
EMR icon
62
Emerson Electric
EMR
$72.2B
$5.32M 0.39%
39,901
-913
IBMO icon
63
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$5.27M 0.39%
205,621
+48,253
XLP icon
64
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
$5.14M 0.38%
63,475
+4,358
ORCL icon
65
Oracle
ORCL
$620B
$5.12M 0.38%
23,433
+13
MRK icon
66
Merck
MRK
$231B
$4.99M 0.37%
63,089
+9,132
IWB icon
67
iShares Russell 1000 ETF
IWB
$45.2B
$4.91M 0.36%
14,455
+592
GLD icon
68
SPDR Gold Trust
GLD
$133B
$4.88M 0.36%
16,020
+1,003
VTV icon
69
Vanguard Value ETF
VTV
$148B
$4.85M 0.36%
27,433
-640
Z icon
70
Zillow
Z
$17B
$4.67M 0.35%
66,716
+62,676
IBMN icon
71
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$4.38M 0.32%
163,749
+17,269
FITB icon
72
Fifth Third Bancorp
FITB
$28.1B
$4.33M 0.32%
105,336
+15,634
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$132B
$4.31M 0.32%
43,418
+2,576
PGR icon
74
Progressive
PGR
$131B
$4.23M 0.31%
15,869
+2,656
MO icon
75
Altria Group
MO
$97B
$4.21M 0.31%
71,852
+435
1 2
3
4 5