SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIGI icon
101
Vanguard International Dividend Appreciation ETF
VIGI
$8.9B
$3.3M 0.22%
36,121
+1,788
WRB icon
102
W.R. Berkley
WRB
$26.2B
$3.28M 0.22%
46,777
+11
WFC icon
103
Wells Fargo
WFC
$248B
$3.15M 0.21%
33,847
+1,570
LOW icon
104
Lowe's Companies
LOW
$141B
$3.05M 0.2%
12,642
-17
WELL icon
105
Welltower
WELL
$143B
$3M 0.2%
16,190
+664
ABT icon
106
Abbott
ABT
$190B
$2.99M 0.2%
23,829
-512
WMB icon
107
Williams Companies
WMB
$90.7B
$2.96M 0.2%
49,271
+498
TMO icon
108
Thermo Fisher Scientific
TMO
$189B
$2.9M 0.19%
5,007
-176
WCN icon
109
Waste Connections
WCN
$43.5B
$2.79M 0.19%
15,930
+742
DLR icon
110
Digital Realty Trust
DLR
$60.5B
$2.72M 0.18%
17,551
+657
ZG icon
111
Zillow
ZG
$11B
$2.68M 0.18%
39,293
HCA icon
112
HCA Healthcare
HCA
$119B
$2.62M 0.18%
5,620
-79
AEP icon
113
American Electric Power
AEP
$71.3B
$2.62M 0.18%
22,718
-16
DUK icon
114
Duke Energy
DUK
$103B
$2.56M 0.17%
21,828
-83
MU icon
115
Micron Technology
MU
$417B
$2.55M 0.17%
8,919
-753
XEL icon
116
Xcel Energy
XEL
$48.8B
$2.54M 0.17%
34,360
+1,465
VO icon
117
Vanguard Mid-Cap ETF
VO
$93.4B
$2.52M 0.17%
8,682
-314
KMB icon
118
Kimberly-Clark
KMB
$34.7B
$2.49M 0.17%
24,710
-1,846
ADP icon
119
Automatic Data Processing
ADP
$91.1B
$2.49M 0.17%
9,669
-108
IGSB icon
120
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$2.41M 0.16%
45,612
-15
IAU icon
121
iShares Gold Trust
IAU
$82.7B
$2.3M 0.15%
28,358
ITW icon
122
Illinois Tool Works
ITW
$79.9B
$2.22M 0.15%
9,017
+20
VOE icon
123
Vanguard Mid-Cap Value ETF
VOE
$21.4B
$2.2M 0.15%
12,377
-646
DNP icon
124
DNP Select Income Fund
DNP
$3.9B
$2.16M 0.14%
216,111
-6,110
VOOG icon
125
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$2.15M 0.14%
4,825
+229
3 4
5
6 7