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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$748K 0.09%
24,315
+1,794
177
$735K 0.09%
8,285
+35
178
$733K 0.09%
6,845
+1,379
179
$721K 0.09%
3,606
+77
180
$713K 0.09%
9,108
+128
181
$706K 0.09%
5,773
-56
182
$692K 0.09%
6,732
+307
183
$685K 0.09%
2,542
+479
184
$684K 0.09%
7,151
-3,114
185
$681K 0.08%
7,535
+698
186
$678K 0.08%
7,220
187
$671K 0.08%
4,307
+131
188
$659K 0.08%
1,744
+68
189
$656K 0.08%
20,270
-783
190
$643K 0.08%
3,214
+582
191
$639K 0.08%
27,702
192
$639K 0.08%
5,200
+127
193
$631K 0.08%
45,005
+13,221
194
$613K 0.08%
4,430
+30
195
$612K 0.08%
1,546
+313
196
$610K 0.08%
7,243
-8,561
197
$606K 0.08%
8,092
+352
198
$606K 0.08%
11,195
+1,481
199
$597K 0.07%
1,603
+181
200
$592K 0.07%
5,480
+235
6 7
8
9 10