SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.32%
15,276
+4,096
77
$1.71M 0.32%
38,420
+755
78
$1.7M 0.32%
16,208
+1,471
79
$1.7M 0.32%
6,576
+145
80
$1.69M 0.32%
46,112
+5
81
$1.69M 0.32%
7,779
+165
82
$1.66M 0.31%
17,867
-59
83
$1.65M 0.31%
14,168
84
$1.64M 0.31%
9,288
-49
85
$1.64M 0.31%
34,518
-1,214
86
$1.62M 0.31%
25,944
-72
87
$1.6M 0.3%
18,308
-82
88
$1.53M 0.29%
4,314
-161
89
$1.52M 0.29%
14,675
+912
90
$1.48M 0.28%
9,967
+758
91
$1.45M 0.27%
5,477
+91
92
$1.44M 0.27%
7,160
-137
93
$1.43M 0.27%
10,539
-803
94
$1.4M 0.27%
10,270
+920
95
$1.38M 0.26%
2,422
+185
96
$1.38M 0.26%
4,696
-203
97
$1.37M 0.26%
6,159
+170
98
$1.35M 0.25%
7,745
+652
99
$1.31M 0.25%
7,827
-400
100
$1.31M 0.25%
5,154
+674
2 3
4
5 6