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
$529M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.95M
3
+$1.14M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$904K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$713K

Top Sells

1
+$4.92M
2
+$1.48M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$987K
5
KSU
Kansas City Southern
KSU
+$805K

Sector Composition

1 Technology 14.64%
2 Healthcare 11.59%
3 Consumer Discretionary 8.42%
4 Consumer Staples 8.05%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$387K 0.07%
5,292
+6
202
$386K 0.07%
2,231
-1
203
$385K 0.07%
4,606
-8,040
204
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1,910
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205
$381K 0.07%
2,493
+19
206
$380K 0.07%
7,593
+289
207
$376K 0.07%
6,935
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208
$365K 0.07%
4,651
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209
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210
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211
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6,174
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212
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13,045
213
$351K 0.07%
4,466
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214
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6,482
215
$347K 0.07%
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216
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217
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218
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219
$338K 0.06%
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220
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16,535
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221
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1,193
222
$335K 0.06%
4,905
223
$334K 0.06%
1,456
+1
224
$333K 0.06%
8,914
-935
225
$332K 0.06%
1,420
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9
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