SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
+$9.29M
2
+$4.51M
3
+$3.42M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.67M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.63M
2
+$3.02M
3
+$1.96M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.11M
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
HON icon
151
Honeywell
HON
$139B
$1.57M 0.11%
7,479
-1,180
BLK icon
152
Blackrock
BLK
$175B
$1.57M 0.11%
1,347
-113
MRVL icon
153
Marvell Technology
MRVL
$70B
$1.55M 0.11%
18,384
+404
BRK.A icon
154
Berkshire Hathaway Class A
BRK.A
$1.04T
$1.51M 0.1%
2
NSC icon
155
Norfolk Southern
NSC
$64.9B
$1.47M 0.1%
4,890
-373
BUFF icon
156
Innovator Laddered Allocation Power Buffer ETF
BUFF
$759M
$1.45M 0.1%
29,700
-670
VCR icon
157
Vanguard Consumer Discretionary ETF
VCR
$6.47B
$1.45M 0.1%
3,651
-76
DVY icon
158
iShares Select Dividend ETF
DVY
$21.9B
$1.43M 0.1%
10,061
-58
VRTX icon
159
Vertex Pharmaceuticals
VRTX
$117B
$1.42M 0.1%
3,629
+5
CRM icon
160
Salesforce
CRM
$208B
$1.4M 0.1%
5,889
+13
EQIX icon
161
Equinix
EQIX
$78.1B
$1.39M 0.1%
1,781
-211
ZTS icon
162
Zoetis
ZTS
$55.1B
$1.36M 0.09%
9,320
+324
DIS icon
163
Walt Disney
DIS
$202B
$1.36M 0.09%
11,878
-454
TSM icon
164
TSMC
TSM
$1.69T
$1.36M 0.09%
4,853
-177
REGN icon
165
Regeneron Pharmaceuticals
REGN
$78.8B
$1.35M 0.09%
2,403
-40
ETN icon
166
Eaton
ETN
$131B
$1.35M 0.09%
3,597
-70
BX icon
167
Blackstone
BX
$121B
$1.32M 0.09%
7,704
-331
IEF icon
168
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$1.31M 0.09%
13,543
NOW icon
169
ServiceNow
NOW
$132B
$1.3M 0.09%
7,090
+570
TFC icon
170
Truist Financial
TFC
$64B
$1.29M 0.09%
28,121
-241
AMD icon
171
Advanced Micro Devices
AMD
$407B
$1.28M 0.09%
7,915
+80
SHOP icon
172
Shopify
SHOP
$180B
$1.26M 0.09%
8,478
-70
CMCSA icon
173
Comcast
CMCSA
$105B
$1.26M 0.09%
39,948
-803
GS icon
174
Goldman Sachs
GS
$286B
$1.25M 0.09%
1,574
+110
TMFC icon
175
Motley Fool 100 Index ETF
TMFC
$1.93B
$1.25M 0.09%
17,772
+384
5 6
7
8 9