SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
151
Intuitive Surgical
ISRG
$200B
$1.51M 0.11%
2,773
-123
BRK.A icon
152
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.46M 0.11%
2
CMCSA icon
153
Comcast
CMCSA
$102B
$1.45M 0.11%
40,751
-3,539
BUFF icon
154
Innovator Laddered Allocation Power Buffer ETF
BUFF
$808M
$1.43M 0.11%
30,370
-338
ZTS icon
155
Zoetis
ZTS
$53.4B
$1.4M 0.1%
8,996
+308
MRVL icon
156
Marvell Technology
MRVL
$75.5B
$1.39M 0.1%
17,980
+5,446
IBKR icon
157
Interactive Brokers
IBKR
$29.9B
$1.36M 0.1%
+24,503
VCR icon
158
Vanguard Consumer Discretionary ETF
VCR
$6.28B
$1.35M 0.1%
3,727
-174
NSC icon
159
Norfolk Southern
NSC
$63.6B
$1.35M 0.1%
5,263
+29
DVY icon
160
iShares Select Dividend ETF
DVY
$20.7B
$1.34M 0.1%
10,119
-66
NOW icon
161
ServiceNow
NOW
$176B
$1.34M 0.1%
1,304
+205
VRT icon
162
Vertiv
VRT
$62.6B
$1.33M 0.1%
10,350
-1,353
ETN icon
163
Eaton
ETN
$138B
$1.31M 0.1%
3,667
+16
IEF icon
164
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$1.3M 0.1%
13,543
+290
IBIT icon
165
iShares Bitcoin Trust
IBIT
$74.9B
$1.29M 0.1%
21,130
+7,393
MU icon
166
Micron Technology
MU
$266B
$1.29M 0.1%
10,444
-8,764
REGN icon
167
Regeneron Pharmaceuticals
REGN
$73B
$1.28M 0.09%
2,443
+214
TFC icon
168
Truist Financial
TFC
$58B
$1.22M 0.09%
28,362
-537
BX icon
169
Blackstone
BX
$108B
$1.2M 0.09%
8,035
+504
NXPI icon
170
NXP Semiconductors
NXPI
$50.6B
$1.15M 0.08%
5,252
+408
PEG icon
171
Public Service Enterprise Group
PEG
$41.1B
$1.14M 0.08%
13,576
-389
TSM icon
172
TSMC
TSM
$1.46T
$1.14M 0.08%
5,030
+182
CCC
173
CCC Intelligent Solutions
CCC
$4.71B
$1.13M 0.08%
120,000
TMFC icon
174
Motley Fool 100 Index ETF
TMFC
$1.75B
$1.12M 0.08%
17,388
+1,353
AMD icon
175
Advanced Micro Devices
AMD
$404B
$1.11M 0.08%
7,835
-173
5 6
7
8 9