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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.56M 0.29%
14,685
+2,032
77
$3.55M 0.29%
65,540
-5,066
78
$3.52M 0.28%
14,251
-72
79
$3.48M 0.28%
11,742
-4,063
80
$3.48M 0.28%
13,224
+321
81
$3.42M 0.28%
124,716
-8,171
82
$3.38M 0.27%
47,086
+798
83
$3.27M 0.26%
57,844
-8,683
84
$3.22M 0.26%
5,463
-93
85
$3.2M 0.26%
28,289
+1,046
86
$3.13M 0.25%
71,130
+945
87
$3.12M 0.25%
10,664
+552
88
$3.08M 0.25%
106,735
+355
89
$3.07M 0.25%
12,820
+1,346
90
$3.07M 0.25%
13,873
+287
91
$3.04M 0.24%
114,505
-22,627
92
$2.9M 0.23%
16,342
-286
93
$2.89M 0.23%
8,026
+3,102
94
$2.87M 0.23%
15,284
+97
95
$2.8M 0.23%
47,901
+12
96
$2.74M 0.22%
16,939
-1,019
97
$2.72M 0.22%
108,224
-474
98
$2.66M 0.21%
40,571
+21,136
99
$2.66M 0.21%
44,862
+1,871
100
$2.62M 0.21%
29,350
+3,239
2 3
4
5 6