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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.11%
10,670
+14
152
$1.4M 0.11%
8,110
+74
153
$1.38M 0.11%
3,436
+136
154
$1.38M 0.11%
9,892
+4,264
155
$1.36M 0.11%
2
156
$1.35M 0.11%
15,999
+12,745
157
$1.34M 0.11%
12,113
-2,231
158
$1.33M 0.11%
34,975
+29,718
159
$1.28M 0.1%
7,040
-222
160
$1.27M 0.1%
48,286
+3,946
161
$1.23M 0.1%
13,253
162
$1.22M 0.1%
28,126
+901
163
$1.22M 0.1%
+10,724
164
$1.2M 0.1%
14,162
-119
165
$1.19M 0.1%
+13,796
166
$1.19M 0.1%
3,587
+38
167
$1.18M 0.1%
10,532
-633
168
$1.12M 0.09%
1,057
+20
169
$1.08M 0.09%
12,148
+4
170
$1.06M 0.09%
+16,873
171
$1.05M 0.08%
15,618
+11,745
172
$1.02M 0.08%
8,315
+206
173
$1.02M 0.08%
3,520
-39
174
$1.01M 0.08%
4,845
+1,018
175
$999K 0.08%
10,811
+271
5 6
7
8 9