SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOBL icon
126
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$2.12M 0.14%
20,399
-260
ISTB icon
127
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.78B
$2.06M 0.14%
42,353
-2,691
PANW icon
128
Palo Alto Networks
PANW
$135B
$1.92M 0.13%
10,428
+284
IBMR icon
129
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$427M
$1.88M 0.13%
74,015
+6,275
REGN icon
130
Regeneron Pharmaceuticals
REGN
$80.3B
$1.88M 0.13%
2,431
+28
VZ icon
131
Verizon
VZ
$216B
$1.87M 0.13%
45,853
-4,452
IBKR icon
132
Interactive Brokers
IBKR
$29.7B
$1.86M 0.12%
28,881
+1,375
DE icon
133
Deere & Co
DE
$159B
$1.85M 0.12%
3,963
-23
PFF icon
134
iShares Preferred and Income Securities ETF
PFF
$14B
$1.8M 0.12%
58,295
-4,783
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$116B
$1.75M 0.12%
3,870
+241
WM icon
136
Waste Management
WM
$99.2B
$1.75M 0.12%
7,978
-264
WDAY icon
137
Workday
WDAY
$39.7B
$1.74M 0.12%
8,114
+256
AKRE
138
Akre Focus ETF
AKRE
$7.67B
$1.74M 0.12%
+26,565
BYRN icon
139
Byrna Technologies
BYRN
$272M
$1.72M 0.12%
102,610
IVW icon
140
iShares S&P 500 Growth ETF
IVW
$63.2B
$1.71M 0.11%
13,854
LMT icon
141
Lockheed Martin
LMT
$155B
$1.7M 0.11%
3,525
-61
AMD icon
142
Advanced Micro Devices
AMD
$314B
$1.7M 0.11%
7,925
+10
IWD icon
143
iShares Russell 1000 Value ETF
IWD
$68.4B
$1.68M 0.11%
7,993
-70
GIS icon
144
General Mills
GIS
$23.6B
$1.67M 0.11%
35,870
-4,505
VRT icon
145
Vertiv
VRT
$92.5B
$1.64M 0.11%
10,116
-490
UNH icon
146
UnitedHealth
UNH
$260B
$1.6M 0.11%
4,842
-192
CRM icon
147
Salesforce
CRM
$187B
$1.58M 0.11%
5,976
+87
NFLX icon
148
Netflix
NFLX
$418B
$1.58M 0.11%
16,838
-992
MDLZ icon
149
Mondelez International
MDLZ
$74.9B
$1.56M 0.1%
28,898
-444
BRK.A icon
150
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.51M 0.1%
2
4 5
6
7 8