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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOBL icon
126
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$2.14M 0.15%
40,330
-468
LMT icon
127
Lockheed Martin
LMT
$121B
$2.11M 0.14%
3,494
-31
VOOG icon
128
Vanguard S&P 500 Growth ETF
VOOG
$25B
$2.01M 0.14%
29,532
+582
IBMR icon
129
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$451M
$1.96M 0.13%
77,269
+3,254
IBKR icon
130
Interactive Brokers
IBKR
$37.6B
$1.91M 0.13%
28,528
-353
ISTB icon
131
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.69B
$1.91M 0.13%
39,342
-3,011
PANW icon
132
Palo Alto Networks
PANW
$222B
$1.9M 0.13%
11,870
+1,442
REGN icon
133
Regeneron Pharmaceuticals
REGN
$66.6B
$1.89M 0.13%
2,445
+14
EQIX icon
134
Equinix
EQIX
$107B
$1.86M 0.13%
1,902
+517
ADP icon
135
Automatic Data Processing
ADP
$92.7B
$1.86M 0.13%
9,174
-495
WM icon
136
Waste Management
WM
$88.5B
$1.85M 0.13%
8,035
+57
VRTX icon
137
Vertex Pharmaceuticals
VRTX
$113B
$1.72M 0.12%
3,863
-7
IWD icon
138
iShares Russell 1000 Value ETF
IWD
$75B
$1.71M 0.12%
7,993
AMAT icon
139
Applied Materials
AMAT
$360B
$1.7M 0.12%
4,981
+74
JAZZ icon
140
Jazz Pharmaceuticals
JAZZ
$15B
$1.68M 0.11%
8,898
+102
PFF icon
141
iShares Preferred and Income Securities ETF
PFF
$13.6B
$1.66M 0.11%
54,904
-3,391
ZG icon
142
Zillow
ZG
$8.1B
$1.63M 0.11%
39,293
AMD icon
143
Advanced Micro Devices
AMD
$760B
$1.62M 0.11%
7,987
+62
MRVL icon
144
Marvell Technology
MRVL
$230B
$1.61M 0.11%
16,288
+405
HON icon
145
Honeywell
HON
$136B
$1.59M 0.11%
7,014
-35
MDLZ icon
146
Mondelez International
MDLZ
$79.6B
$1.58M 0.11%
27,418
-1,480
JIRE icon
147
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.6B
$1.58M 0.11%
20,820
+3,784
IVW icon
148
iShares S&P 500 Growth ETF
IVW
$73.2B
$1.56M 0.11%
13,822
-32
DVY icon
149
iShares Select Dividend ETF
DVY
$22.6B
$1.52M 0.1%
10,062
-3
PFE icon
150
Pfizer
PFE
$148B
$1.48M 0.1%
52,747
-4,694
4 5
6
7 8