SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
76
American Express
AXP
$251B
$4.2M 0.31%
13,157
+1,923
SCHF icon
77
Schwab International Equity ETF
SCHF
$53.1B
$4.11M 0.3%
186,103
+135,496
CAT icon
78
Caterpillar
CAT
$259B
$4.08M 0.3%
10,500
-1,215
VUG icon
79
Vanguard Growth ETF
VUG
$196B
$4.07M 0.3%
9,289
-162
GD icon
80
General Dynamics
GD
$92.9B
$4.01M 0.3%
13,752
+166
IBMP icon
81
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
$3.93M 0.29%
154,864
+32,995
TXN icon
82
Texas Instruments
TXN
$147B
$3.8M 0.28%
18,319
+2,966
IEFA icon
83
iShares Core MSCI EAFE ETF
IEFA
$158B
$3.75M 0.28%
44,887
+10,324
VHT icon
84
Vanguard Health Care ETF
VHT
$16.9B
$3.75M 0.28%
15,086
+50
QCOM icon
85
Qualcomm
QCOM
$187B
$3.68M 0.27%
23,121
-1,065
KMB icon
86
Kimberly-Clark
KMB
$34.7B
$3.6M 0.27%
27,952
-897
SYK icon
87
Stryker
SYK
$143B
$3.53M 0.26%
8,931
+655
KMI icon
88
Kinder Morgan
KMI
$59.8B
$3.5M 0.26%
119,171
-514
WRB icon
89
W.R. Berkley
WRB
$29.2B
$3.44M 0.25%
46,807
-462
NEE icon
90
NextEra Energy
NEE
$175B
$3.43M 0.25%
49,366
+760
BAC icon
91
Bank of America
BAC
$386B
$3.41M 0.25%
72,101
-2,653
ABT icon
92
Abbott
ABT
$225B
$3.41M 0.25%
25,072
+184
IVV icon
93
iShares Core S&P 500 ETF
IVV
$667B
$3.39M 0.25%
5,464
+260
ED icon
94
Consolidated Edison
ED
$36.4B
$3.37M 0.25%
33,534
+3,591
CSCO icon
95
Cisco
CSCO
$305B
$3.23M 0.24%
46,508
+2,344
AZN icon
96
AstraZeneca
AZN
$275B
$3.18M 0.24%
45,534
+2,245
BYRN icon
97
Byrna Technologies
BYRN
$399M
$3.15M 0.23%
102,135
+50
WMB icon
98
Williams Companies
WMB
$72.8B
$3.1M 0.23%
49,418
-17,292
IWM icon
99
iShares Russell 2000 ETF
IWM
$68B
$3.09M 0.23%
14,335
+286
ADP icon
100
Automatic Data Processing
ADP
$103B
$3.04M 0.22%
9,848
-767
2 3
4
5 6