SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.24%
7,097
+22
102
$1.28M 0.24%
15,811
+5
103
$1.28M 0.24%
4,249
-192
104
$1.24M 0.23%
21,247
-620
105
$1.23M 0.23%
1,953
-2
106
$1.23M 0.23%
8,930
+230
107
$1.23M 0.23%
17,030
+220
108
$1.21M 0.23%
5,302
-76
109
$1.18M 0.22%
4,842
+127
110
$1.15M 0.22%
13,327
+105
111
$1.14M 0.22%
2,946
+675
112
$1.14M 0.22%
9,880
-17
113
$1.11M 0.21%
69,738
-2,936
114
$1.1M 0.21%
7,793
+793
115
$1.08M 0.2%
6,466
+377
116
$1.03M 0.19%
3,458
-69
117
$1.02M 0.19%
4,425
+120
118
$1.01M 0.19%
10,598
+515
119
$981K 0.19%
8,565
+501
120
$978K 0.18%
1,623
+25
121
$977K 0.18%
3,210
-679
122
$967K 0.18%
39,528
123
$937K 0.18%
10,919
+183
124
$896K 0.17%
2,630
-1,272
125
$880K 0.17%
5,270
-263
3 4
5
6 7