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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.15%
3,759
+201
127
$1.21M 0.15%
47,240
+2,921
128
$1.21M 0.15%
7,988
+109
129
$1.21M 0.15%
10,489
+25
130
$1.2M 0.15%
4,398
+574
131
$1.19M 0.15%
19,040
+500
132
$1.18M 0.15%
1,625
+543
133
$1.15M 0.14%
14,175
-26
134
$1.14M 0.14%
3,287
+226
135
$1.14M 0.14%
5,677
+90
136
$1.13M 0.14%
6,187
+1,551
137
$1.1M 0.14%
8,208
+1,030
138
$1.09M 0.14%
14,700
+1,302
139
$1.08M 0.13%
42,750
-13,583
140
$1.08M 0.13%
44,143
+790
141
$1.07M 0.13%
8,764
+1,675
142
$1.06M 0.13%
2
143
$1.02M 0.13%
14,083
+1,129
144
$985K 0.12%
4,293
+13
145
$962K 0.12%
9,378
-43
146
$961K 0.12%
31,398
-1,884
147
$961K 0.12%
5,082
+614
148
$960K 0.12%
3,389
+94
149
$929K 0.12%
8,280
+881
150
$928K 0.12%
7,920
+230
4 5
6
7 8