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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$914K 0.11%
22,510
-730
152
$911K 0.11%
9,211
-81
153
$904K 0.11%
7,360
-131
154
$903K 0.11%
8,393
+1
155
$895K 0.11%
4,397
+200
156
$888K 0.11%
25,378
157
$886K 0.11%
9,623
+1,268
158
$883K 0.11%
34,608
159
$883K 0.11%
12,902
+1,396
160
$881K 0.11%
37,382
+15,244
161
$872K 0.11%
16,814
-299
162
$843K 0.1%
2,883
-7
163
$837K 0.1%
10,417
+195
164
$830K 0.1%
8,794
+2,054
165
$823K 0.1%
14,458
+424
166
$808K 0.1%
9,979
+25
167
$803K 0.1%
11,143
-3,620
168
$795K 0.1%
27,775
+84
169
$790K 0.1%
8,887
+918
170
$783K 0.1%
8,573
-4,454
171
$781K 0.1%
11,252
+613
172
$781K 0.1%
7,482
-1,585
173
$780K 0.1%
3,655
+155
174
$751K 0.09%
15,791
+2,172
175
$748K 0.09%
22,038
-2,057
5 6
7
8 9