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
$1.45B
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 icon
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
PAYX icon
176
Paychex
PAYX
$41.3B
$1.25M 0.09%
9,852
-644
GE icon
177
GE Aerospace
GE
$304B
$1.24M 0.09%
4,117
-83
JAZZ icon
178
Jazz Pharmaceuticals
JAZZ
$10.1B
$1.23M 0.08%
9,297
+164
NXPI icon
179
NXP Semiconductors
NXPI
$57.8B
$1.22M 0.08%
5,378
+126
ISRG icon
180
Intuitive Surgical
ISRG
$195B
$1.18M 0.08%
2,646
-127
DASH icon
181
DoorDash
DASH
$97.1B
$1.16M 0.08%
4,247
+494
VWO icon
182
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$1.15M 0.08%
21,208
+371
NOC icon
183
Northrop Grumman
NOC
$80.6B
$1.14M 0.08%
1,875
-4
PEG icon
184
Public Service Enterprise Group
PEG
$39.7B
$1.14M 0.08%
13,671
+95
SMH icon
185
VanEck Semiconductor ETF
SMH
$37.1B
$1.13M 0.08%
3,462
-21
RACE icon
186
Ferrari
RACE
$65.1B
$1.08M 0.07%
2,220
-7
IWP icon
187
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$1.06M 0.07%
7,427
-395
EFX icon
188
Equifax
EFX
$27B
$1.05M 0.07%
4,098
-69
IWS icon
189
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$1.01M 0.07%
7,253
VEU icon
190
Vanguard FTSE All-World ex-US ETF
VEU
$53.5B
$1M 0.07%
14,052
+1
AMAT icon
191
Applied Materials
AMAT
$214B
$1M 0.07%
4,892
-9
USMV icon
192
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$987K 0.07%
10,376
+3
INTC icon
193
Intel
INTC
$188B
$966K 0.07%
28,807
-2,615
CCC
194
CCC Intelligent Solutions
CCC
$4.63B
$957K 0.07%
105,000
-15,000
KLAC icon
195
KLA
KLAC
$161B
$946K 0.07%
878
-304
UNP icon
196
Union Pacific
UNP
$140B
$945K 0.07%
3,998
+119
CSX icon
197
CSX Corp
CSX
$69.1B
$940K 0.06%
26,483
+116
HDV icon
198
iShares Core High Dividend ETF
HDV
$11.7B
$931K 0.06%
7,601
+47
MS icon
199
Morgan Stanley
MS
$289B
$922K 0.06%
5,798
VEA icon
200
Vanguard FTSE Developed Markets ETF
VEA
$190B
$921K 0.06%
15,369
-149
6 7
8
9 10