SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAZZ icon
151
Jazz Pharmaceuticals
JAZZ
$11.2B
$1.5M 0.1%
8,796
-501
ISRG icon
152
Intuitive Surgical
ISRG
$174B
$1.49M 0.1%
2,623
-23
BUFF icon
153
Innovator Laddered Allocation Power Buffer ETF
BUFF
$770M
$1.48M 0.1%
29,700
BLK icon
154
Blackrock
BLK
$149B
$1.45M 0.1%
1,354
+7
PFE icon
155
Pfizer
PFE
$154B
$1.43M 0.1%
57,441
-34,775
DVY icon
156
iShares Select Dividend ETF
DVY
$22.3B
$1.42M 0.1%
10,065
+4
COWZ icon
157
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$1.41M 0.09%
23,458
-13,547
NSC icon
158
Norfolk Southern
NSC
$68B
$1.4M 0.09%
4,865
-25
GS icon
159
Goldman Sachs
GS
$244B
$1.38M 0.09%
1,574
HON icon
160
Honeywell
HON
$149B
$1.38M 0.09%
7,049
-430
VCR icon
161
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$1.37M 0.09%
3,487
-164
SHOP icon
162
Shopify
SHOP
$170B
$1.35M 0.09%
8,417
-61
MRVL icon
163
Marvell Technology
MRVL
$78.2B
$1.35M 0.09%
15,883
-2,501
TMFC icon
164
Motley Fool 100 Index ETF
TMFC
$1.87B
$1.33M 0.09%
18,479
+707
DIS icon
165
Walt Disney
DIS
$180B
$1.32M 0.09%
11,599
-279
NXPI icon
166
NXP Semiconductors
NXPI
$51B
$1.31M 0.09%
6,035
+657
IEF icon
167
iShares 7-10 Year Treasury Bond ETF
IEF
$47.8B
$1.3M 0.09%
13,543
TSM icon
168
TSMC
TSM
$1.76T
$1.29M 0.09%
4,234
-619
JIRE icon
169
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.79B
$1.28M 0.09%
17,036
+12,467
AMAT icon
170
Applied Materials
AMAT
$258B
$1.26M 0.08%
4,907
+15
EFX icon
171
Equifax
EFX
$25B
$1.24M 0.08%
5,734
+1,636
GE icon
172
GE Aerospace
GE
$339B
$1.2M 0.08%
3,899
-218
BX icon
173
Blackstone
BX
$86.5B
$1.19M 0.08%
7,704
ZTS icon
174
Zoetis
ZTS
$51.3B
$1.18M 0.08%
9,375
+55
VWO icon
175
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$1.17M 0.08%
21,834
+626
5 6
7
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