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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.22%
8,461
+1,225
102
$1.71M 0.21%
50,870
+3,282
103
$1.71M 0.21%
62,288
+4,295
104
$1.7M 0.21%
43,300
+2,090
105
$1.67M 0.21%
25,890
+1,598
106
$1.58M 0.2%
3,858
+96
107
$1.55M 0.19%
5,429
+1,349
108
$1.55M 0.19%
20,589
+85
109
$1.55M 0.19%
21,506
-68
110
$1.55M 0.19%
8,368
+753
111
$1.52M 0.19%
10,897
-1,174
112
$1.51M 0.19%
22,307
+485
113
$1.5M 0.19%
7,397
+7
114
$1.5M 0.19%
3,484
+401
115
$1.48M 0.18%
59,481
+2,975
116
$1.47M 0.18%
3,897
+14
117
$1.42M 0.18%
5,790
+3,602
118
$1.42M 0.18%
8,149
+619
119
$1.4M 0.17%
53,740
+2,913
120
$1.38M 0.17%
40,933
+13,903
121
$1.37M 0.17%
6,937
+2,936
122
$1.36M 0.17%
8,920
+250
123
$1.32M 0.16%
38,957
-21
124
$1.31M 0.16%
2,969
-576
125
$1.27M 0.16%
11,029
+31
3 4
5
6 7