SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$531K 0.1%
2,567
-61
177
$529K 0.1%
4,982
+662
178
$527K 0.1%
3,346
+41
179
$519K 0.1%
4,317
+210
180
$505K 0.1%
778
+306
181
$504K 0.1%
3,686
-943
182
$491K 0.09%
1,367
-183
183
$486K 0.09%
+3,563
184
$473K 0.09%
5,537
185
$467K 0.09%
+4,837
186
$462K 0.09%
4,065
-201
187
$460K 0.09%
991
+11
188
$457K 0.09%
7,308
+43
189
$446K 0.08%
9,019
-50
190
$441K 0.08%
777
-103
191
$439K 0.08%
5,587
+633
192
$412K 0.08%
3,194
-10,043
193
$410K 0.08%
15,453
-1,623
194
$410K 0.08%
14,700
+3,482
195
$410K 0.08%
15,281
+2,681
196
$405K 0.08%
3,923
+43
197
$402K 0.08%
5,543
+1,136
198
$395K 0.07%
4,861
+1
199
$395K 0.07%
15,235
+2,243
200
$388K 0.07%
+8,913
6 7
8
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