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
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
5
IBTF icon
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
DNP icon
126
DNP Select Income Fund
DNP
$3.73B
$2.22M 0.15%
222,221
+392
VZ icon
127
Verizon
VZ
$167B
$2.21M 0.15%
50,305
-4,575
ISTB icon
128
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.72B
$2.2M 0.15%
45,044
-5,278
NFLX icon
129
Netflix
NFLX
$396B
$2.14M 0.15%
17,830
-1,080
NOBL icon
130
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$2.13M 0.15%
20,659
-753
COWZ icon
131
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$2.13M 0.15%
37,005
-5,267
PANW icon
132
Palo Alto Networks
PANW
$134B
$2.07M 0.14%
10,144
+685
IAU icon
133
iShares Gold Trust
IAU
$65.4B
$2.06M 0.14%
28,358
-204
GIS icon
134
General Mills
GIS
$24.4B
$2.04M 0.14%
40,375
+487
VOOG icon
135
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
$2M 0.14%
4,596
+124
PFF icon
136
iShares Preferred and Income Securities ETF
PFF
$14.3B
$1.99M 0.14%
63,078
-1,798
IBKR icon
137
Interactive Brokers
IBKR
$29.7B
$1.89M 0.13%
27,506
+3,003
WDAY icon
138
Workday
WDAY
$58.6B
$1.89M 0.13%
7,858
+1,321
PFE icon
139
Pfizer
PFE
$146B
$1.88M 0.13%
92,216
+13,048
MDLZ icon
140
Mondelez International
MDLZ
$69.1B
$1.83M 0.13%
29,342
-1,009
DE icon
141
Deere & Co
DE
$126B
$1.82M 0.13%
3,986
-9
WM icon
142
Waste Management
WM
$84.2B
$1.82M 0.13%
8,242
-717
LMT icon
143
Lockheed Martin
LMT
$109B
$1.79M 0.12%
3,586
-61
UNH icon
144
UnitedHealth
UNH
$296B
$1.74M 0.12%
5,034
+1,479
IBMR icon
145
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$330M
$1.73M 0.12%
67,740
-9,569
IVW icon
146
iShares S&P 500 Growth ETF
IVW
$67B
$1.67M 0.11%
13,854
IBIT icon
147
iShares Bitcoin Trust
IBIT
$72.2B
$1.65M 0.11%
25,361
+4,231
IWD icon
148
iShares Russell 1000 Value ETF
IWD
$68.1B
$1.64M 0.11%
8,063
+88
MU icon
149
Micron Technology
MU
$294B
$1.62M 0.11%
9,672
-772
VRT icon
150
Vertiv
VRT
$70.4B
$1.6M 0.11%
10,606
+256
4 5
6
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