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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.11%
7,935
-1,252
152
$1.57M 0.11%
1,347
-113
153
$1.55M 0.11%
18,384
+404
154
$1.51M 0.1%
2
155
$1.47M 0.1%
4,890
-373
156
$1.45M 0.1%
29,700
-670
157
$1.45M 0.1%
3,651
-76
158
$1.43M 0.1%
10,061
-58
159
$1.42M 0.1%
3,629
+5
160
$1.4M 0.1%
5,889
+13
161
$1.39M 0.1%
1,781
-211
162
$1.36M 0.09%
9,320
+324
163
$1.36M 0.09%
11,878
-454
164
$1.36M 0.09%
4,853
-177
165
$1.35M 0.09%
2,403
-40
166
$1.35M 0.09%
3,597
-70
167
$1.32M 0.09%
7,704
-331
168
$1.31M 0.09%
13,543
169
$1.3M 0.09%
7,090
+570
170
$1.29M 0.09%
28,121
-241
171
$1.28M 0.09%
7,915
+80
172
$1.26M 0.09%
8,478
-70
173
$1.26M 0.09%
39,948
-803
174
$1.25M 0.09%
1,574
+110
175
$1.25M 0.09%
17,772
+384
5 6
7
8 9