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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
101
Gilead Sciences
GILD
$155B
$3.01M 0.22%
27,134
+17,007
VIGI icon
102
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
$3M 0.22%
33,332
+3,901
MDT icon
103
Medtronic
MDT
$123B
$2.93M 0.22%
33,656
+565
DLR icon
104
Digital Realty Trust
DLR
$54.3B
$2.93M 0.22%
16,811
+320
LOW icon
105
Lowe's Companies
LOW
$130B
$2.89M 0.21%
13,010
-112
IBMQ icon
106
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
$2.86M 0.21%
112,390
+23,636
ZG icon
107
Zillow
ZG
$16.6B
$2.69M 0.2%
+39,293
TJX icon
108
TJX Companies
TJX
$163B
$2.67M 0.2%
21,620
+3,880
VO icon
109
Vanguard Mid-Cap ETF
VO
$86.9B
$2.61M 0.19%
9,312
+32
DUK icon
110
Duke Energy
DUK
$96.1B
$2.59M 0.19%
21,958
-458
WCN icon
111
Waste Connections
WCN
$42.9B
$2.57M 0.19%
13,738
+3,196
NFLX icon
112
Netflix
NFLX
$489B
$2.53M 0.19%
1,891
+88
ISTB icon
113
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$2.45M 0.18%
50,322
-415
IGSB icon
114
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$2.41M 0.18%
45,627
+110
AEP icon
115
American Electric Power
AEP
$65B
$2.39M 0.18%
23,072
+1,301
VZ icon
116
Verizon
VZ
$173B
$2.37M 0.18%
54,880
+887
WFC icon
117
Wells Fargo
WFC
$266B
$2.37M 0.17%
29,539
+22,176
COWZ icon
118
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
$2.33M 0.17%
42,272
+4,417
ITW icon
119
Illinois Tool Works
ITW
$71.2B
$2.22M 0.16%
8,965
+167
VOE icon
120
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$2.19M 0.16%
13,298
-1,319
WELL icon
121
Welltower
WELL
$131B
$2.19M 0.16%
14,218
+10,574
DNP icon
122
DNP Select Income Fund
DNP
$3.75B
$2.17M 0.16%
221,829
-8,630
HCA icon
123
HCA Healthcare
HCA
$108B
$2.16M 0.16%
5,647
-1,714
NOBL icon
124
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.16M 0.16%
21,412
-1,402
TMO icon
125
Thermo Fisher Scientific
TMO
$218B
$2.12M 0.16%
5,229
+1,051
3 4
5
6 7