SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
76
iShares Core US Aggregate Bond ETF
AGG
$139B
$4.44M 0.3%
44,439
+1,079
GD icon
77
General Dynamics
GD
$98.3B
$4.43M 0.3%
13,159
-374
VUG icon
78
Vanguard Growth ETF
VUG
$194B
$4.4M 0.3%
9,022
-169
IEFA icon
79
iShares Core MSCI EAFE ETF
IEFA
$170B
$4.37M 0.29%
48,844
-201
AZN icon
80
AstraZeneca
AZN
$301B
$4.33M 0.29%
47,106
+315
MO icon
81
Altria Group
MO
$111B
$3.97M 0.27%
68,822
-1,107
VHT icon
82
Vanguard Health Care ETF
VHT
$17B
$3.92M 0.26%
13,610
-725
BAC icon
83
Bank of America
BAC
$349B
$3.87M 0.26%
70,275
-1,593
QCOM icon
84
Qualcomm
QCOM
$145B
$3.85M 0.26%
22,494
-177
PGR icon
85
Progressive
PGR
$123B
$3.84M 0.26%
16,879
+182
NEE icon
86
NextEra Energy
NEE
$190B
$3.73M 0.25%
46,520
-937
IBMQ icon
87
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$627M
$3.73M 0.25%
145,978
+43,083
TJX icon
88
TJX Companies
TJX
$177B
$3.68M 0.25%
23,945
+543
CSCO icon
89
Cisco
CSCO
$311B
$3.67M 0.25%
47,591
+234
GILD icon
90
Gilead Sciences
GILD
$179B
$3.64M 0.24%
29,632
+70
ED icon
91
Consolidated Edison
ED
$40.6B
$3.63M 0.24%
36,540
+815
IWM icon
92
iShares Russell 2000 ETF
IWM
$71B
$3.59M 0.24%
14,585
+38
TXN icon
93
Texas Instruments
TXN
$175B
$3.54M 0.24%
20,409
+1,437
SLV icon
94
iShares Silver Trust
SLV
$43.3B
$3.5M 0.24%
54,405
-311
KMI icon
95
Kinder Morgan
KMI
$74.7B
$3.46M 0.23%
126,044
+7,117
SYK icon
96
Stryker
SYK
$140B
$3.45M 0.23%
9,803
+419
LRCX icon
97
Lam Research
LRCX
$249B
$3.39M 0.23%
19,822
-1,605
STX icon
98
Seagate
STX
$79B
$3.34M 0.22%
12,119
-723
MDT icon
99
Medtronic
MDT
$117B
$3.32M 0.22%
34,566
+495
IVV icon
100
iShares Core S&P 500 ETF
IVV
$735B
$3.32M 0.22%
4,847
-627
2 3
4
5 6