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
$1.45B
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 icon
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
MDT icon
101
Medtronic
MDT
$130B
$3.24M 0.22%
34,071
+415
CSCO icon
102
Cisco
CSCO
$312B
$3.24M 0.22%
47,357
+849
LOW icon
103
Lowe's Companies
LOW
$137B
$3.18M 0.22%
12,659
-351
WMB icon
104
Williams Companies
WMB
$75.7B
$3.09M 0.21%
48,773
-645
VIGI icon
105
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
$3.08M 0.21%
34,333
+1,001
STX icon
106
Seagate
STX
$62.2B
$3.03M 0.21%
12,842
-125
ZG icon
107
Zillow
ZG
$17.1B
$2.92M 0.2%
39,293
DLR icon
108
Digital Realty Trust
DLR
$56.3B
$2.92M 0.2%
16,894
+83
ADP icon
109
Automatic Data Processing
ADP
$105B
$2.87M 0.2%
9,777
-71
LRCX icon
110
Lam Research
LRCX
$204B
$2.87M 0.2%
21,427
-28
WELL icon
111
Welltower
WELL
$138B
$2.77M 0.19%
15,526
+1,308
DUK icon
112
Duke Energy
DUK
$89.6B
$2.71M 0.19%
21,911
-47
WFC icon
113
Wells Fargo
WFC
$283B
$2.71M 0.19%
32,277
+2,738
WCN icon
114
Waste Connections
WCN
$43.6B
$2.67M 0.18%
15,188
+1,450
XEL icon
115
Xcel Energy
XEL
$44.8B
$2.65M 0.18%
32,895
+2,229
VO icon
116
Vanguard Mid-Cap ETF
VO
$89.8B
$2.64M 0.18%
8,996
-316
IBMQ icon
117
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$536M
$2.64M 0.18%
102,895
-9,495
AEP icon
118
American Electric Power
AEP
$61.8B
$2.56M 0.18%
22,734
-338
TMO icon
119
Thermo Fisher Scientific
TMO
$213B
$2.51M 0.17%
5,183
-46
HCA icon
120
HCA Healthcare
HCA
$111B
$2.43M 0.17%
5,699
+52
IGSB icon
121
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$2.42M 0.17%
45,627
ITW icon
122
Illinois Tool Works
ITW
$72B
$2.35M 0.16%
8,997
+32
SLV icon
123
iShares Silver Trust
SLV
$29.9B
$2.32M 0.16%
54,716
+6,094
BYRN icon
124
Byrna Technologies
BYRN
$432M
$2.27M 0.16%
102,610
+475
VOE icon
125
Vanguard Mid-Cap Value ETF
VOE
$19.6B
$2.27M 0.16%
13,023
-275
3 4
5
6 7