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
$1.47B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.4M
3
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

1
+$3.93M
2
+$1.86M
3
+$1.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
5
BMY icon
Bristol-Myers Squibb
BMY
+$930K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
201
Union Pacific
UNP
$162B
$918K 0.06%
3,783
-164
IBIT icon
202
iShares Bitcoin Trust
IBIT
$47.9B
$918K 0.06%
23,886
+1,106
WEC icon
203
WEC Energy
WEC
$36.8B
$900K 0.06%
7,777
-231
C icon
204
Citigroup
C
$226B
$898K 0.06%
7,917
-81
ET icon
205
Energy Transfer Partners
ET
$66.7B
$893K 0.06%
46,283
-333
PRK icon
206
Park National Corp
PRK
$3.13B
$881K 0.06%
5,393
GEV icon
207
GE Vernova
GEV
$251B
$878K 0.06%
1,006
-28
HSY icon
208
Hershey
HSY
$37.4B
$848K 0.06%
4,078
-214
XLE icon
209
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$843K 0.06%
13,764
+28
COP icon
210
ConocoPhillips
COP
$143B
$843K 0.06%
6,387
-20
MMM icon
211
3M
MMM
$80.2B
$839K 0.06%
5,775
GLW icon
212
Corning
GLW
$153B
$834K 0.06%
6,133
-159
DFUV icon
213
Dimensional US Marketwide Value ETF
DFUV
$14.8B
$832K 0.06%
17,170
VEU icon
214
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
$828K 0.06%
11,021
-1,340
SHY icon
215
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$819K 0.06%
9,914
HDV
216
iShares Core High Dividend ETF
HDV
$13.5B
$807K 0.05%
29,740
+880
CMCSA icon
217
Comcast
CMCSA
$85.1B
$788K 0.05%
27,463
-4,835
CL icon
218
Colgate-Palmolive
CL
$70.9B
$785K 0.05%
9,216
-902
APD icon
219
Air Products & Chemicals
APD
$62.9B
$782K 0.05%
2,692
-464
MA icon
220
Mastercard
MA
$434B
$769K 0.05%
1,539
+30
SLB icon
221
SLB Ltd
SLB
$82B
$767K 0.05%
14,929
-662
MUB icon
222
iShares National Muni Bond ETF
MUB
$44.7B
$753K 0.05%
7,092
-512
LCTU icon
223
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.49B
$753K 0.05%
10,729
-30
IJH icon
224
iShares Core S&P Mid-Cap ETF
IJH
$118B
$746K 0.05%
11,041
+5
IWO icon
225
iShares Russell 2000 Growth ETF
IWO
$14.1B
$745K 0.05%
2,375
+2
7 8
9
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