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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.22M 0.15%
222,221
+392
127
$2.21M 0.15%
50,305
-4,575
128
$2.2M 0.15%
45,044
-5,278
129
$2.14M 0.15%
17,830
-1,080
130
$2.13M 0.15%
41,318
-1,506
131
$2.13M 0.15%
37,005
-5,267
132
$2.07M 0.14%
10,144
+685
133
$2.06M 0.14%
28,358
-204
134
$2.04M 0.14%
40,375
+487
135
$2M 0.14%
27,576
+744
136
$1.99M 0.14%
63,078
-1,798
137
$1.89M 0.13%
27,506
+3,003
138
$1.89M 0.13%
7,858
+1,321
139
$1.88M 0.13%
92,216
+13,048
140
$1.83M 0.13%
29,342
-1,009
141
$1.82M 0.13%
3,986
-9
142
$1.82M 0.13%
8,242
-717
143
$1.79M 0.12%
3,586
-61
144
$1.74M 0.12%
5,034
+1,479
145
$1.73M 0.12%
67,740
-9,569
146
$1.67M 0.11%
13,854
147
$1.65M 0.11%
25,361
+4,231
148
$1.64M 0.11%
8,063
+88
149
$1.62M 0.11%
9,672
-772
150
$1.6M 0.11%
10,606
+256
4 5
6
7 8