SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
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
MCD icon
51
McDonald's
MCD
$218B
$6.85M 0.47%
22,555
-581
IBTG icon
52
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.38B
$6.7M 0.46%
291,746
+50,474
AFL icon
53
Aflac
AFL
$56.9B
$6.65M 0.46%
59,578
+786
ORCL icon
54
Oracle
ORCL
$500B
$6.65M 0.46%
23,643
+210
PM icon
55
Philip Morris
PM
$263B
$6.55M 0.45%
40,396
-1,215
SCHF icon
56
Schwab International Equity ETF
SCHF
$57.7B
$6.53M 0.45%
280,659
+94,556
XLU icon
57
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$6.51M 0.45%
149,344
+5,008
BND icon
58
Vanguard Total Bond Market
BND
$147B
$6.36M 0.44%
85,459
-56
PEP icon
59
PepsiCo
PEP
$201B
$5.91M 0.41%
42,074
-1,841
CVX icon
60
Chevron
CVX
$333B
$5.84M 0.4%
37,632
+336
GLD icon
61
SPDR Gold Trust
GLD
$167B
$5.8M 0.4%
16,326
+306
IWR icon
62
iShares Russell Mid-Cap ETF
IWR
$48.2B
$5.73M 0.39%
59,398
-363
MRK icon
63
Merck
MRK
$276B
$5.35M 0.37%
63,782
+693
IWB icon
64
iShares Russell 1000 ETF
IWB
$46.3B
$5.33M 0.37%
14,590
+135
XLP icon
65
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.3B
$5.33M 0.37%
68,035
+4,560
EMR icon
66
Emerson Electric
EMR
$84.1B
$5.23M 0.36%
39,901
COST icon
67
Costco
COST
$436B
$5.23M 0.36%
5,653
+8
Z icon
68
Zillow
Z
$15.7B
$5.14M 0.35%
66,696
-20
VTV icon
69
Vanguard Value ETF
VTV
$164B
$5.09M 0.35%
27,267
-166
CAT icon
70
Caterpillar
CAT
$302B
$4.97M 0.34%
10,412
-88
FITB icon
71
Fifth Third Bancorp
FITB
$34.9B
$4.9M 0.34%
109,903
+4,567
XLV icon
72
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$4.69M 0.32%
33,670
-21,692
MO icon
73
Altria Group
MO
$103B
$4.62M 0.32%
69,929
-1,923
GD icon
74
General Dynamics
GD
$98.5B
$4.61M 0.32%
13,533
-219
CGIC
75
Capital Group International Core Equity ETF
CGIC
$1.09B
$4.51M 0.31%
+146,253
1 2
3
4 5