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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.85M 0.47%
22,555
-581
52
$6.7M 0.46%
291,746
+50,474
53
$6.65M 0.46%
59,578
+786
54
$6.65M 0.46%
23,643
+210
55
$6.55M 0.45%
40,396
-1,215
56
$6.53M 0.45%
280,659
+94,556
57
$6.51M 0.45%
149,344
+5,008
58
$6.36M 0.44%
85,459
-56
59
$5.91M 0.41%
42,074
-1,841
60
$5.84M 0.4%
37,632
+336
61
$5.8M 0.4%
16,326
+306
62
$5.73M 0.39%
59,398
-363
63
$5.35M 0.37%
63,782
+693
64
$5.33M 0.37%
14,590
+135
65
$5.33M 0.37%
68,035
+4,560
66
$5.23M 0.36%
39,901
67
$5.23M 0.36%
5,653
+8
68
$5.14M 0.35%
66,696
-20
69
$5.09M 0.35%
27,267
-166
70
$4.97M 0.34%
10,412
-88
71
$4.9M 0.34%
109,903
+4,567
72
$4.69M 0.32%
33,670
-21,692
73
$4.62M 0.32%
69,929
-1,923
74
$4.61M 0.32%
13,533
-219
75
$4.51M 0.31%
+146,253
1 2
3
4 5