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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.09%
9,852
-644
177
$1.24M 0.09%
4,117
-83
178
$1.23M 0.08%
9,297
+164
179
$1.22M 0.08%
5,378
+126
180
$1.18M 0.08%
2,646
-127
181
$1.16M 0.08%
4,247
+494
182
$1.15M 0.08%
21,208
+371
183
$1.14M 0.08%
1,875
-4
184
$1.14M 0.08%
13,671
+95
185
$1.13M 0.08%
3,462
-21
186
$1.08M 0.07%
2,220
-7
187
$1.06M 0.07%
7,427
-395
188
$1.05M 0.07%
4,098
-69
189
$1.01M 0.07%
7,253
190
$1M 0.07%
14,052
+1
191
$1M 0.07%
4,892
-9
192
$987K 0.07%
10,376
+3
193
$966K 0.07%
28,807
-2,615
194
$957K 0.07%
105,000
-15,000
195
$946K 0.07%
878
-304
196
$945K 0.07%
3,998
+119
197
$940K 0.06%
26,483
+116
198
$931K 0.06%
38,005
+235
199
$922K 0.06%
5,798
200
$921K 0.06%
15,369
-149
6 7
8
9 10