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
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
176
UnitedHealth
UNH
$293B
$1.11M 0.08%
3,555
-1,151
RACE icon
177
Ferrari
RACE
$74B
$1.09M 0.08%
2,227
+29
IWP icon
178
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$1.08M 0.08%
7,822
-1
GE icon
179
GE Aerospace
GE
$321B
$1.08M 0.08%
4,200
+184
EFX icon
180
Equifax
EFX
$25.2B
$1.08M 0.08%
4,167
+1,910
KLAC icon
181
KLA
KLAC
$152B
$1.06M 0.08%
1,182
-45
FCX icon
182
Freeport-McMoran
FCX
$57.6B
$1.04M 0.08%
24,067
-18,472
GS icon
183
Goldman Sachs
GS
$237B
$1.04M 0.08%
1,464
+126
VWO icon
184
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.03M 0.08%
20,837
-1,443
DEO icon
185
Diageo
DEO
$52.5B
$1.01M 0.07%
10,013
-1,804
APD icon
186
Air Products & Chemicals
APD
$58B
$1M 0.07%
3,547
-99
SHOP icon
187
Shopify
SHOP
$187B
$986K 0.07%
8,548
-368
USMV icon
188
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$974K 0.07%
10,373
-127
SMH icon
189
VanEck Semiconductor ETF
SMH
$34.9B
$971K 0.07%
3,483
-28
JAZZ icon
190
Jazz Pharmaceuticals
JAZZ
$8.52B
$969K 0.07%
9,133
+708
IWS icon
191
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$958K 0.07%
7,253
VEU icon
192
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
$945K 0.07%
14,051
+486
NOC icon
193
Northrop Grumman
NOC
$79.2B
$939K 0.07%
1,879
+13
DASH icon
194
DoorDash
DASH
$87.6B
$925K 0.07%
+3,753
PRK icon
195
Park National Corp
PRK
$2.47B
$902K 0.07%
5,393
T icon
196
AT&T
T
$181B
$901K 0.07%
31,127
+12,059
AMAT icon
197
Applied Materials
AMAT
$174B
$897K 0.07%
4,901
-91
UNP icon
198
Union Pacific
UNP
$131B
$893K 0.07%
3,879
-313
HDV icon
199
iShares Core High Dividend ETF
HDV
$11.6B
$885K 0.07%
7,554
-561
VEA icon
200
Vanguard FTSE Developed Markets ETF
VEA
$180B
$885K 0.07%
15,518
+1,534
6 7
8
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