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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
76
AstraZeneca
AZN
$288B
$4.51M 0.31%
22,870
-24,236
STX icon
77
Seagate
STX
$192B
$4.43M 0.3%
11,311
-808
GD icon
78
General Dynamics
GD
$93.7B
$4.38M 0.3%
12,774
-385
LRCX icon
79
Lam Research
LRCX
$379B
$4.31M 0.29%
20,159
+337
KMI icon
80
Kinder Morgan
KMI
$70.5B
$4.26M 0.29%
127,171
+1,127
NEE icon
81
NextEra Energy
NEE
$179B
$4.23M 0.29%
45,499
-1,021
ED icon
82
Consolidated Edison
ED
$39.2B
$4.19M 0.29%
37,048
+508
IBMQ icon
83
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$644M
$4.11M 0.28%
160,924
+14,946
GILD icon
84
Gilead Sciences
GILD
$160B
$4.03M 0.27%
28,880
-752
TXN icon
85
Texas Instruments
TXN
$259B
$3.96M 0.27%
20,408
-1
AXP icon
86
American Express
AXP
$212B
$3.95M 0.27%
13,049
-101
VUG icon
87
Vanguard Growth ETF
VUG
$221B
$3.88M 0.26%
53,364
-768
TJX icon
88
TJX Companies
TJX
$178B
$3.83M 0.26%
23,996
+51
VHT icon
89
Vanguard Health Care ETF
VHT
$16.8B
$3.62M 0.25%
13,292
-318
IWM icon
90
iShares Russell 2000 ETF
IWM
$77B
$3.59M 0.24%
14,492
-93
CSCO icon
91
Cisco
CSCO
$479B
$3.54M 0.24%
45,635
-1,956
WMB icon
92
Williams Companies
WMB
$88B
$3.54M 0.24%
48,609
-662
PGR icon
93
Progressive
PGR
$119B
$3.53M 0.24%
17,809
+930
BAC icon
94
Bank of America
BAC
$382B
$3.42M 0.23%
70,182
-93
ORCL icon
95
Oracle
ORCL
$615B
$3.42M 0.23%
23,233
-596
SLV icon
96
iShares Silver Trust
SLV
$32.9B
$3.39M 0.23%
49,713
-4,692
SYK icon
97
Stryker
SYK
$117B
$3.24M 0.22%
9,873
+70
VIGI icon
98
Vanguard International Dividend Appreciation ETF
VIGI
$8.84B
$3.23M 0.22%
36,496
+375
DLR icon
99
Digital Realty Trust
DLR
$65.6B
$3.17M 0.22%
17,599
+48
WELL icon
100
Welltower
WELL
$146B
$3.16M 0.21%
15,966
-224
2 3
4
5 6