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
$804M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.95M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$763K
2
+$721K
3
+$567K
4
DHR icon
Danaher
DHR
+$547K
5
VZ icon
Verizon
VZ
+$419K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.5%
3 Consumer Staples 6.59%
4 Financials 5.88%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$584K 0.07%
17,170
202
$581K 0.07%
17,376
+396
203
$570K 0.07%
8,022
+534
204
$565K 0.07%
22,920
-244
205
$560K 0.07%
5,066
+315
206
$556K 0.07%
2,530
-2,485
207
$554K 0.07%
1,207
+78
208
$535K 0.07%
27,187
209
$531K 0.07%
14,082
-660
210
$531K 0.07%
6,285
+186
211
$526K 0.07%
26,703
212
$524K 0.07%
5,825
213
$523K 0.07%
9,483
+1,002
214
$513K 0.06%
5,428
+35
215
$513K 0.06%
2,288
+17
216
$510K 0.06%
4,534
+515
217
$499K 0.06%
1,580
+31
218
$497K 0.06%
6,974
+3,913
219
$497K 0.06%
3,441
+113
220
$497K 0.06%
1,141
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221
$495K 0.06%
4,769
+4
222
$493K 0.06%
9,027
+451
223
$490K 0.06%
7,016
-305
224
$481K 0.06%
3,718
+648
225
$480K 0.06%
8,041
+15
7 8
9
10 11