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
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$659K 0.12%
4,122
+4
152
$654K 0.12%
8,488
+1,140
153
$645K 0.12%
34,693
-21,021
154
$643K 0.12%
6,366
+55
155
$619K 0.12%
7,309
+196
156
$615K 0.12%
2,413
-87
157
$613K 0.12%
8,569
+963
158
$612K 0.12%
2,091
+95
159
$610K 0.12%
4,988
160
$607K 0.11%
11,002
+1,610
161
$607K 0.11%
5,623
+1,342
162
$606K 0.11%
6,931
+286
163
$596K 0.11%
11,075
+298
164
$588K 0.11%
2,743
+305
165
$587K 0.11%
1,267
+24
166
$580K 0.11%
3,076
-56
167
$576K 0.11%
1,475
168
$574K 0.11%
627
+27
169
$567K 0.11%
10,865
-300
170
$558K 0.11%
3,266
+208
171
$558K 0.11%
6,217
+490
172
$543K 0.1%
2,155
+14
173
$540K 0.1%
638
+47
174
$537K 0.1%
8,095
+1,097
175
$535K 0.1%
7,050
+706
5 6
7
8 9