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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
126
Lam Research
LRCX
$193B
$2.09M 0.15%
21,455
-143
XEL icon
127
Xcel Energy
XEL
$47.4B
$2.09M 0.15%
30,666
+13,830
GIS icon
128
General Mills
GIS
$25.2B
$2.07M 0.15%
39,888
+2,119
WM icon
129
Waste Management
WM
$82.4B
$2.05M 0.15%
8,959
+18
MDLZ icon
130
Mondelez International
MDLZ
$73.5B
$2.05M 0.15%
30,351
-803
DE icon
131
Deere & Co
DE
$128B
$2.03M 0.15%
3,995
+11
HON icon
132
Honeywell
HON
$127B
$2.02M 0.15%
8,659
-110
PFF icon
133
iShares Preferred and Income Securities ETF
PFF
$14.3B
$1.99M 0.15%
64,876
-1,849
IBMR icon
134
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$295M
$1.95M 0.14%
77,309
+2,638
PANW icon
135
Palo Alto Networks
PANW
$140B
$1.94M 0.14%
9,459
+2,271
PFE icon
136
Pfizer
PFE
$147B
$1.92M 0.14%
79,168
-28,453
STX icon
137
Seagate
STX
$56.1B
$1.87M 0.14%
12,967
-3,484
IAU icon
138
iShares Gold Trust
IAU
$63.3B
$1.78M 0.13%
28,562
+104
VOOG icon
139
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
$1.77M 0.13%
4,472
+1,072
LMT icon
140
Lockheed Martin
LMT
$105B
$1.69M 0.12%
3,647
-26
VRTX icon
141
Vertex Pharmaceuticals
VRTX
$110B
$1.61M 0.12%
3,624
+94
CRM icon
142
Salesforce
CRM
$229B
$1.6M 0.12%
5,876
-449
SLV icon
143
iShares Silver Trust
SLV
$25.5B
$1.6M 0.12%
48,622
+336
EQIX icon
144
Equinix
EQIX
$77.2B
$1.58M 0.12%
1,992
-395
WDAY icon
145
Workday
WDAY
$59.7B
$1.57M 0.12%
+6,537
IWD icon
146
iShares Russell 1000 Value ETF
IWD
$65.2B
$1.55M 0.11%
7,975
-125
BLK icon
147
Blackrock
BLK
$166B
$1.53M 0.11%
1,460
+17
DIS icon
148
Walt Disney
DIS
$193B
$1.53M 0.11%
12,332
-1,301
PAYX icon
149
Paychex
PAYX
$40.2B
$1.53M 0.11%
10,496
-117
IVW icon
150
iShares S&P 500 Growth ETF
IVW
$66.1B
$1.53M 0.11%
13,854
+1
4 5
6
7 8