SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$877K 0.17%
2,442
127
$857K 0.16%
2,938
+420
128
$850K 0.16%
22,616
+1
129
$847K 0.16%
1,317
-306
130
$843K 0.16%
12,633
+556
131
$828K 0.16%
17,355
-2,710
132
$817K 0.15%
1,713
-15
133
$806K 0.15%
22,958
-3,392
134
$806K 0.15%
13,146
-256
135
$804K 0.15%
3,006
-612
136
$802K 0.15%
5,572
-115
137
$801K 0.15%
3,543
+969
138
$787K 0.15%
10,546
+643
139
$777K 0.15%
16,202
+8,773
140
$763K 0.14%
6,224
+791
141
$741K 0.14%
5,393
142
$730K 0.14%
27,179
-2,519
143
$720K 0.14%
2,784
+444
144
$697K 0.13%
1,998
+113
145
$697K 0.13%
5,652
+732
146
$680K 0.13%
3,514
+2
147
$675K 0.13%
22,463
-7,144
148
$670K 0.13%
3,050
+194
149
$662K 0.13%
4,048
+130
150
$660K 0.12%
6,433
+884
4 5
6
7 8