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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.6M 0.21%
54,441
-3,322
102
$2.54M 0.2%
5,013
-2,285
103
$2.54M 0.2%
9,601
-159
104
$2.53M 0.2%
31,706
-2,057
105
$2.46M 0.2%
7,344
-5,142
106
$2.43M 0.2%
38,035
-451
107
$2.42M 0.2%
22,501
+311
108
$2.38M 0.19%
23,909
-142
109
$2.36M 0.19%
45,614
110
$2.35M 0.19%
266,216
-2,846
111
$2.31M 0.19%
57,708
-11,940
112
$2.28M 0.18%
31,455
+12,157
113
$2.25M 0.18%
2,390
-697
114
$2.22M 0.18%
8,736
+127
115
$2.21M 0.18%
4,252
-107
116
$2.16M 0.17%
7,201
+531
117
$2.16M 0.17%
68,679
-4,108
118
$2.12M 0.17%
17,509
+3,327
119
$2.04M 0.16%
80,919
-62
120
$2M 0.16%
25,026
+1,086
121
$1.97M 0.16%
21,390
+34
122
$1.97M 0.16%
8,721
+260
123
$1.88M 0.15%
31,517
-1,159
124
$1.81M 0.15%
23,442
-999
125
$1.81M 0.15%
48,160
-27,584
3 4
5
6 7