SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.7M
3
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

1
+$41.4M
2
+$4.46M
3
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.21%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
176
iShares Bitcoin Trust
IBIT
$51.8B
$1.13M 0.08%
22,780
-2,581
FCX icon
177
Freeport-McMoran
FCX
$85.3B
$1.13M 0.08%
22,160
-1,301
PAYX icon
178
Paychex
PAYX
$36.2B
$1.12M 0.08%
10,017
+165
ETN icon
179
Eaton
ETN
$135B
$1.12M 0.08%
3,513
-84
SMH icon
180
VanEck Semiconductor ETF
SMH
$43.4B
$1.11M 0.07%
3,088
-374
POCT icon
181
Innovator US Equity Power Buffer ETF October
POCT
$1.06B
$1.09M 0.07%
24,895
+6,071
PEG icon
182
Public Service Enterprise Group
PEG
$41.6B
$1.07M 0.07%
13,305
-366
EQIX icon
183
Equinix
EQIX
$92.1B
$1.06M 0.07%
1,385
-396
INTC icon
184
Intel
INTC
$217B
$1.06M 0.07%
28,710
-97
MS icon
185
Morgan Stanley
MS
$254B
$1.06M 0.07%
5,967
+169
NOC icon
186
Northrop Grumman
NOC
$107B
$1.06M 0.07%
1,854
-21
NOW icon
187
ServiceNow
NOW
$130B
$1.05M 0.07%
6,875
-215
DASH icon
188
DoorDash
DASH
$77.8B
$1.05M 0.07%
4,637
+390
IWS icon
189
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$1.02M 0.07%
7,253
IWP icon
190
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$1.02M 0.07%
7,421
-6
IBMS
191
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$265M
$999K 0.07%
38,334
+6,580
AIRR icon
192
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.14B
$992K 0.07%
10,085
+2,379
USMV icon
193
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$968K 0.06%
10,280
-96
CMCSA icon
194
Comcast
CMCSA
$115B
$965K 0.06%
32,298
-7,650
IBB icon
195
iShares Biotechnology ETF
IBB
$8.29B
$964K 0.06%
5,712
-567
VEA icon
196
Vanguard FTSE Developed Markets ETF
VEA
$204B
$960K 0.06%
15,369
CSX icon
197
CSX Corp
CSX
$74.3B
$959K 0.06%
26,464
-19
KLAC icon
198
KLA
KLAC
$176B
$958K 0.06%
789
-89
C icon
199
Citigroup
C
$186B
$933K 0.06%
7,998
-397
MMM icon
200
3M
MMM
$80.8B
$925K 0.06%
5,775
-19
6 7
8
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