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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCA icon
101
HCA Healthcare
HCA
$103B
$2.54M 0.21%
7,361
+160
UNH icon
102
UnitedHealth
UNH
$326B
$2.46M 0.2%
4,706
-307
ISTB icon
103
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$2.45M 0.2%
50,737
-3,704
VZ icon
104
Verizon
VZ
$162B
$2.45M 0.2%
53,993
-3,715
VIGI icon
105
Vanguard International Dividend Appreciation ETF
VIGI
$8.65B
$2.44M 0.2%
29,431
+4,405
VO icon
106
Vanguard Mid-Cap ETF
VO
$88.8B
$2.4M 0.2%
9,280
-321
IGSB icon
107
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$2.38M 0.2%
45,517
-97
AEP icon
108
American Electric Power
AEP
$62.1B
$2.38M 0.2%
21,771
+381
DLR icon
109
Digital Realty Trust
DLR
$59.8B
$2.36M 0.19%
16,491
+149
VOE icon
110
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$2.35M 0.19%
14,617
-2,322
NOBL icon
111
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.33M 0.19%
22,814
-1,095
DNP icon
112
DNP Select Income Fund
DNP
$3.76B
$2.28M 0.19%
230,459
-35,757
GIS icon
113
General Mills
GIS
$25.6B
$2.26M 0.19%
37,769
-266
CP icon
114
Canadian Pacific Kansas City
CP
$69.7B
$2.26M 0.19%
32,120
+665
IBMQ icon
115
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$506M
$2.24M 0.18%
88,754
+7,835
ITW icon
116
Illinois Tool Works
ITW
$75B
$2.18M 0.18%
8,798
+62
TJX icon
117
TJX Companies
TJX
$158B
$2.16M 0.18%
17,740
+231
MDLZ icon
118
Mondelez International
MDLZ
$78.9B
$2.11M 0.17%
31,154
-363
TMO icon
119
Thermo Fisher Scientific
TMO
$216B
$2.08M 0.17%
4,178
-74
COWZ icon
120
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$2.07M 0.17%
37,855
+6,955
WM icon
121
Waste Management
WM
$87.1B
$2.07M 0.17%
8,941
+64
WCN icon
122
Waste Connections
WCN
$45.5B
$2.06M 0.17%
10,542
+332
PFF icon
123
iShares Preferred and Income Securities ETF
PFF
$14.6B
$2.05M 0.17%
66,725
-1,954
PFG icon
124
Principal Financial Group
PFG
$17.7B
$1.99M 0.16%
23,561
+119
EQIX icon
125
Equinix
EQIX
$81.4B
$1.95M 0.16%
2,387
-3
3 4
5
6 7