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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
151
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.44M 0.1%
2
NFLX icon
152
Netflix
NFLX
$346B
$1.41M 0.1%
14,693
-2,145
AKRE
153
Akre Focus ETF
AKRE
$6.03B
$1.4M 0.1%
26,565
BUFF icon
154
Innovator Laddered Allocation Power Buffer ETF
BUFF
$862M
$1.4M 0.1%
28,259
-1,441
INTC icon
155
Intel
INTC
$498B
$1.38M 0.09%
31,313
+2,603
NSC icon
156
Norfolk Southern
NSC
$70.4B
$1.38M 0.09%
4,803
-62
GIS icon
157
General Mills
GIS
$17.7B
$1.35M 0.09%
36,369
+499
GS icon
158
Goldman Sachs
GS
$306B
$1.33M 0.09%
1,576
+2
NOC icon
159
Northrop Grumman
NOC
$77.3B
$1.3M 0.09%
1,901
+47
BLK icon
160
Blackrock
BLK
$155B
$1.29M 0.09%
1,336
-18
TSM icon
161
TSMC
TSM
$2.15T
$1.28M 0.09%
3,797
-437
FCX icon
162
Freeport-McMoran
FCX
$91.1B
$1.28M 0.09%
21,726
-434
IEF icon
163
iShares 7-10 Year Treasury Bond ETF
IEF
$47.7B
$1.26M 0.09%
13,253
-290
UNH icon
164
UnitedHealth
UNH
$363B
$1.26M 0.09%
4,670
-172
ETN icon
165
Eaton
ETN
$154B
$1.25M 0.09%
3,504
-9
WDAY icon
166
Workday
WDAY
$35.6B
$1.25M 0.09%
9,646
+1,532
AIRR icon
167
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$1.25M 0.08%
11,263
+1,178
VCR icon
168
Vanguard Consumer Discretionary ETF
VCR
$5.96B
$1.23M 0.08%
3,429
-58
TMFC icon
169
Motley Fool 100 Index ETF
TMFC
$2.03B
$1.21M 0.08%
18,362
-117
VWO icon
170
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$1.19M 0.08%
22,007
+173
SHOP icon
171
Shopify
SHOP
$142B
$1.18M 0.08%
9,913
+1,496
NXPI icon
172
NXP Semiconductors
NXPI
$74.7B
$1.17M 0.08%
5,967
-68
DIS icon
173
Walt Disney
DIS
$173B
$1.17M 0.08%
12,095
+496
SMH icon
174
VanEck Semiconductor ETF
SMH
$64.4B
$1.16M 0.08%
3,032
-56
ISRG icon
175
Intuitive Surgical
ISRG
$149B
$1.13M 0.08%
2,457
-166
5 6
7
8 9