SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTF
76
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$4.46M 0.31%
191,032
-46,798
VUG icon
77
Vanguard Growth ETF
VUG
$199B
$4.41M 0.3%
9,191
-98
AGG icon
78
iShares Core US Aggregate Bond ETF
AGG
$137B
$4.35M 0.3%
43,360
-58
IBMO icon
79
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$576M
$4.33M 0.3%
168,784
-36,837
AXP icon
80
American Express
AXP
$248B
$4.32M 0.3%
13,013
-144
IEFA icon
81
iShares Core MSCI EAFE ETF
IEFA
$170B
$4.28M 0.29%
49,045
+4,158
PGR icon
82
Progressive
PGR
$119B
$4.12M 0.28%
16,697
+828
IBMN
83
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$3.78M 0.26%
141,043
-22,706
QCOM icon
84
Qualcomm
QCOM
$167B
$3.77M 0.26%
22,671
-450
VHT icon
85
Vanguard Health Care ETF
VHT
$17.7B
$3.72M 0.26%
14,335
-751
IBMP icon
86
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$606M
$3.71M 0.26%
145,721
-9,143
BAC icon
87
Bank of America
BAC
$376B
$3.71M 0.25%
71,868
-233
IVV icon
88
iShares Core S&P 500 ETF
IVV
$763B
$3.66M 0.25%
5,474
+10
ED icon
89
Consolidated Edison
ED
$37.5B
$3.59M 0.25%
35,725
+2,191
AZN icon
90
AstraZeneca
AZN
$281B
$3.59M 0.25%
46,791
+1,257
WRB icon
91
W.R. Berkley
WRB
$25.7B
$3.58M 0.25%
46,766
-41
NEE icon
92
NextEra Energy
NEE
$175B
$3.58M 0.25%
47,457
-1,909
IWM icon
93
iShares Russell 2000 ETF
IWM
$78.1B
$3.52M 0.24%
14,547
+212
TXN icon
94
Texas Instruments
TXN
$177B
$3.49M 0.24%
18,972
+653
SYK icon
95
Stryker
SYK
$139B
$3.47M 0.24%
9,384
+453
TJX icon
96
TJX Companies
TJX
$173B
$3.38M 0.23%
23,402
+1,782
KMI icon
97
Kinder Morgan
KMI
$63.6B
$3.37M 0.23%
118,927
-244
KMB icon
98
Kimberly-Clark
KMB
$33.2B
$3.3M 0.23%
26,556
-1,396
GILD icon
99
Gilead Sciences
GILD
$160B
$3.28M 0.23%
29,562
+2,428
ABT icon
100
Abbott
ABT
$210B
$3.26M 0.22%
24,341
-731
2 3
4
5 6