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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.24M 0.22%
34,071
+415
102
$3.24M 0.22%
47,357
+849
103
$3.18M 0.22%
12,659
-351
104
$3.09M 0.21%
48,773
-645
105
$3.08M 0.21%
34,333
+1,001
106
$3.03M 0.21%
12,842
-125
107
$2.92M 0.2%
39,293
108
$2.92M 0.2%
16,894
+83
109
$2.87M 0.2%
9,777
-71
110
$2.87M 0.2%
21,427
-28
111
$2.77M 0.19%
15,526
+1,308
112
$2.71M 0.19%
21,911
-47
113
$2.71M 0.19%
32,277
+2,738
114
$2.67M 0.18%
15,188
+1,450
115
$2.65M 0.18%
32,895
+2,229
116
$2.64M 0.18%
35,984
-1,264
117
$2.64M 0.18%
102,895
-9,495
118
$2.56M 0.18%
22,734
-338
119
$2.51M 0.17%
5,183
-46
120
$2.43M 0.17%
5,699
+52
121
$2.42M 0.17%
45,627
122
$2.35M 0.16%
8,997
+32
123
$2.32M 0.16%
54,716
+6,094
124
$2.27M 0.16%
102,610
+475
125
$2.27M 0.16%
13,023
-275
3 4
5
6 7