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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
176
Union Pacific
UNP
$128B
$990K 0.08%
4,192
+215
USMV icon
177
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$983K 0.08%
10,500
-1,648
HDV icon
178
iShares Core High Dividend ETF
HDV
$11.7B
$983K 0.08%
8,115
-737
OKE icon
179
Oneok
OKE
$43.2B
$970K 0.08%
9,781
-100
NOC icon
180
Northrop Grumman
NOC
$86.5B
$956K 0.08%
1,866
+36
RACE icon
181
Ferrari
RACE
$72.5B
$940K 0.08%
2,198
+21
NXPI icon
182
NXP Semiconductors
NXPI
$55.3B
$921K 0.08%
4,844
-1
IWP icon
183
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$919K 0.08%
7,823
-7
MA icon
184
Mastercard
MA
$519B
$915K 0.08%
1,670
-118
IWS icon
185
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$914K 0.08%
7,253
TPG icon
186
TPG
TPG
$8.34B
$900K 0.07%
18,975
+2,102
WEC icon
187
WEC Energy
WEC
$37.3B
$892K 0.07%
8,184
+296
TMFC icon
188
Motley Fool 100 Index ETF
TMFC
$1.77B
$892K 0.07%
16,035
+181
CL icon
189
Colgate-Palmolive
CL
$63B
$887K 0.07%
9,463
+418
NOW icon
190
ServiceNow
NOW
$193B
$875K 0.07%
1,099
+42
SHOP icon
191
Shopify
SHOP
$225B
$851K 0.07%
8,916
MMM icon
192
3M
MMM
$89.5B
$849K 0.07%
5,783
-502
FDL icon
193
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.74B
$847K 0.07%
19,500
-1,279
VRT icon
194
Vertiv
VRT
$71.1B
$845K 0.07%
11,703
+979
ET icon
195
Energy Transfer Partners
ET
$57.4B
$844K 0.07%
45,405
-4,142
KLAC icon
196
KLA
KLAC
$156B
$834K 0.07%
1,227
+40
MCO icon
197
Moody's
MCO
$88B
$830K 0.07%
1,783
+66
IBB icon
198
iShares Biotechnology ETF
IBB
$6.21B
$828K 0.07%
6,473
-324
VEU icon
199
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$823K 0.07%
13,565
-2,015
AMD icon
200
Advanced Micro Devices
AMD
$410B
$823K 0.07%
8,008
+168
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8
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