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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.14%
8,877
+105
127
$1.75M 0.14%
10,210
+4,199
128
$1.75M 0.14%
3,603
+21
129
$1.75M 0.14%
30,900
+4,963
130
$1.72M 0.14%
68,672
+166
131
$1.7M 0.14%
13,350
-786
132
$1.7M 0.14%
9,163
-301
133
$1.69M 0.14%
15,168
-57
134
$1.69M 0.14%
3,984
135
$1.69M 0.14%
23,995
-300
136
$1.59M 0.13%
2,227
+183
137
$1.57M 0.13%
6,703
-131
138
$1.57M 0.13%
6,155
-4
139
$1.56M 0.13%
1,756
-37
140
$1.51M 0.12%
1,469
-150
141
$1.5M 0.12%
7,776
+29
142
$1.49M 0.12%
2,864
-28
143
$1.49M 0.12%
20,681
+2,431
144
$1.48M 0.12%
3,937
-180
145
$1.46M 0.12%
10,445
+148
146
$1.46M 0.12%
32,488
+2,955
147
$1.45M 0.12%
8,904
-6,773
148
$1.41M 0.11%
13,931
+925
149
$1.41M 0.11%
28,458
150
$1.41M 0.11%
120,000
4 5
6
7 8