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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.56M 0.32%
23,028
-437
77
$2.53M 0.31%
42,961
+11,024
78
$2.53M 0.31%
9,295
+517
79
$2.53M 0.31%
9,269
+4,767
80
$2.46M 0.31%
10,229
+118
81
$2.45M 0.3%
25,249
+3,064
82
$2.44M 0.3%
18,632
+1,805
83
$2.42M 0.3%
22,876
+2,362
84
$2.42M 0.3%
8,048
+3,143
85
$2.35M 0.29%
29,988
+2,224
86
$2.29M 0.29%
9,764
+2,017
87
$2.27M 0.28%
4,487
+324
88
$2.24M 0.28%
41,626
-735
89
$2.17M 0.27%
14,536
+302
90
$2.07M 0.26%
12,083
+452
91
$2.06M 0.26%
17,006
+575
92
$2.02M 0.25%
121,871
+7,440
93
$2.02M 0.25%
47,703
+1,524
94
$2M 0.25%
22,700
+2,619
95
$1.98M 0.25%
8,612
+126
96
$1.96M 0.24%
11,082
+1,144
97
$1.95M 0.24%
13,074
+2,254
98
$1.8M 0.22%
42,881
+442
99
$1.8M 0.22%
2,182
+75
100
$1.77M 0.22%
3,465
+967
2 3
4
5 6