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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
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
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
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
76
$4.46M 0.31%
191,032
-46,798
77
$4.41M 0.3%
55,146
-588
78
$4.35M 0.3%
43,360
-58
79
$4.33M 0.3%
168,784
-36,837
80
$4.32M 0.3%
13,013
-144
81
$4.28M 0.29%
49,045
+4,158
82
$4.12M 0.28%
16,697
+828
83
$3.78M 0.26%
141,043
-22,706
84
$3.77M 0.26%
22,671
-450
85
$3.72M 0.26%
14,335
-751
86
$3.71M 0.26%
145,721
-9,143
87
$3.71M 0.25%
71,868
-233
88
$3.66M 0.25%
5,474
+10
89
$3.59M 0.25%
35,725
+2,191
90
$3.59M 0.25%
46,791
+1,257
91
$3.58M 0.25%
46,766
-41
92
$3.58M 0.25%
47,457
-1,909
93
$3.52M 0.24%
14,547
+212
94
$3.49M 0.24%
18,972
+653
95
$3.47M 0.24%
9,384
+453
96
$3.38M 0.23%
23,402
+1,782
97
$3.37M 0.23%
118,927
-244
98
$3.3M 0.23%
26,556
-1,396
99
$3.28M 0.23%
29,562
+2,428
100
$3.26M 0.22%
24,341
-731
2 3
4
5 6