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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAX icon
151
Baxter International
BAX
$11.9B
$1.35M 0.11%
39,401
+8,937
DIS icon
152
Walt Disney
DIS
$202B
$1.35M 0.11%
13,633
-1,535
IVW icon
153
iShares S&P 500 Growth ETF
IVW
$67.2B
$1.29M 0.11%
13,853
-78
VCR icon
154
Vanguard Consumer Discretionary ETF
VCR
$6.48B
$1.27M 0.1%
3,901
-36
IEF icon
155
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$1.26M 0.1%
13,253
NSC icon
156
Norfolk Southern
NSC
$63.2B
$1.24M 0.1%
5,234
-1,469
DEO icon
157
Diageo
DEO
$53.7B
$1.24M 0.1%
11,817
-1,533
PANW icon
158
Palo Alto Networks
PANW
$147B
$1.23M 0.1%
7,188
+148
XEL icon
159
Xcel Energy
XEL
$48B
$1.19M 0.1%
16,836
+1,218
TFC icon
160
Truist Financial
TFC
$56.8B
$1.19M 0.1%
28,899
+773
PEG icon
161
Public Service Enterprise Group
PEG
$41.5B
$1.15M 0.09%
13,965
-197
VOOG icon
162
Vanguard S&P 500 Growth ETF
VOOG
$20.7B
$1.14M 0.09%
3,400
+1,723
GILD icon
163
Gilead Sciences
GILD
$150B
$1.13M 0.09%
10,127
-684
VNQ icon
164
Vanguard Real Estate ETF
VNQ
$34.7B
$1.09M 0.09%
11,988
+8,681
CCCS icon
165
CCC Intelligent Solutions
CCCS
$6B
$1.08M 0.09%
120,000
APD icon
166
Air Products & Chemicals
APD
$56.9B
$1.08M 0.09%
3,646
+126
BX icon
167
Blackstone
BX
$122B
$1.05M 0.09%
7,531
-579
JAZZ icon
168
Jazz Pharmaceuticals
JAZZ
$8.42B
$1.05M 0.09%
8,425
+110
ZBH icon
169
Zimmer Biomet
ZBH
$20.4B
$1.04M 0.09%
9,191
+500
LIN icon
170
Linde
LIN
$210B
$1.03M 0.08%
2,219
+92
CME icon
171
CME Group
CME
$97.2B
$1.02M 0.08%
3,855
+1,423
GPN icon
172
Global Payments
GPN
$21.3B
$1.02M 0.08%
10,442
-90
VWO icon
173
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.01M 0.08%
22,280
+910
SCHF icon
174
Schwab International Equity ETF
SCHF
$52.9B
$1M 0.08%
+50,607
ETN icon
175
Eaton
ETN
$147B
$992K 0.08%
3,651
+64
5 6
7
8 9