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
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
201
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$822K 0.07%
9,939
-61
PRK icon
202
Park National Corp
PRK
$2.56B
$817K 0.07%
5,393
ITCI
203
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$816K 0.07%
6,189
-59
AON icon
204
Aon
AON
$72.8B
$813K 0.07%
2,037
-10
INTC icon
205
Intel
INTC
$182B
$810K 0.07%
35,680
-4,941
MUB icon
206
iShares National Muni Bond ETF
MUB
$40.4B
$807K 0.07%
7,650
-9
TSM icon
207
TSMC
TSM
$1.53T
$805K 0.07%
4,848
+226
GE icon
208
GE Aerospace
GE
$322B
$804K 0.07%
4,016
+284
MRVL icon
209
Marvell Technology
MRVL
$72.5B
$772K 0.06%
12,534
+421
HSY icon
210
Hershey
HSY
$36.4B
$744K 0.06%
4,351
+312
SMH icon
211
VanEck Semiconductor ETF
SMH
$35.7B
$742K 0.06%
3,511
+46
MS icon
212
Morgan Stanley
MS
$261B
$742K 0.06%
6,363
+674
GS icon
213
Goldman Sachs
GS
$242B
$731K 0.06%
1,338
-119
AMAT icon
214
Applied Materials
AMAT
$182B
$724K 0.06%
4,992
+542
IJR icon
215
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$712K 0.06%
6,813
+383
VEA icon
216
Vanguard FTSE Developed Markets ETF
VEA
$180B
$711K 0.06%
13,984
+30
CARR icon
217
Carrier Global
CARR
$49.2B
$708K 0.06%
11,164
-419
DFUV icon
218
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$708K 0.06%
17,170
IVOO icon
219
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.86B
$692K 0.06%
7,013
+16
IBMS
220
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$120M
$691K 0.06%
27,211
+6,566
CSX icon
221
CSX Corp
CSX
$67.3B
$690K 0.06%
23,433
+81
TRV icon
222
Travelers Companies
TRV
$60.2B
$687K 0.06%
2,596
-304
PNC icon
223
PNC Financial Services
PNC
$73.2B
$675K 0.06%
3,839
-3,937
POCT icon
224
Innovator US Equity Power Buffer ETF October
POCT
$781M
$673K 0.06%
17,323
-50
LCTU icon
225
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.41B
$653K 0.05%
10,771
-2,346
7 8
9
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