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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
126
Deere & Co
DE
$127B
$1.87M 0.15%
3,984
IBMR icon
127
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$295M
$1.87M 0.15%
74,671
+5,999
HON icon
128
Honeywell
HON
$137B
$1.86M 0.15%
8,769
+48
BYRN icon
129
Byrna Technologies
BYRN
$466M
$1.72M 0.14%
102,085
-4,650
VRTX icon
130
Vertex Pharmaceuticals
VRTX
$109B
$1.71M 0.14%
3,530
+94
CRM icon
131
Salesforce
CRM
$243B
$1.7M 0.14%
6,325
-1,019
NFLX icon
132
Netflix
NFLX
$467B
$1.68M 0.14%
1,803
+47
IAU icon
133
iShares Gold Trust
IAU
$62.8B
$1.68M 0.14%
28,458
MU icon
134
Micron Technology
MU
$243B
$1.67M 0.14%
19,208
+3,209
LMT icon
135
Lockheed Martin
LMT
$111B
$1.64M 0.13%
3,673
+70
PAYX icon
136
Paychex
PAYX
$44.9B
$1.64M 0.13%
10,613
+168
CMCSA icon
137
Comcast
CMCSA
$108B
$1.63M 0.13%
44,290
-3,870
FCX icon
138
Freeport-McMoran
FCX
$59.6B
$1.61M 0.13%
42,539
+7,564
BRK.A icon
139
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.6M 0.13%
2
LRCX icon
140
Lam Research
LRCX
$192B
$1.57M 0.13%
21,598
+917
IWD icon
141
iShares Russell 1000 Value ETF
IWD
$65.6B
$1.52M 0.13%
8,100
-1,063
SLV icon
142
iShares Silver Trust
SLV
$23.8B
$1.5M 0.12%
48,286
ISRG icon
143
Intuitive Surgical
ISRG
$198B
$1.43M 0.12%
2,896
+32
ZTS icon
144
Zoetis
ZTS
$65B
$1.43M 0.12%
8,688
-216
REGN icon
145
Regeneron Pharmaceuticals
REGN
$61.5B
$1.41M 0.12%
2,229
+2
DHI icon
146
D.R. Horton
DHI
$47.7B
$1.4M 0.11%
11,020
+1,128
STX icon
147
Seagate
STX
$51.2B
$1.4M 0.11%
16,451
+2,655
DVY icon
148
iShares Select Dividend ETF
DVY
$21B
$1.37M 0.11%
10,185
-485
BLK icon
149
Blackrock
BLK
$177B
$1.37M 0.11%
1,443
-26
BUFF icon
150
Innovator Laddered Allocation Power Buffer ETF
BUFF
$810M
$1.35M 0.11%
30,708
-1,780
4 5
6
7 8