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
1
$22.6M 4.26%
127,084
-2,023
2
$19.9M 3.76%
59,090
-362
3
$12.1M 2.29%
465,750
+26,587
4
$12M 2.27%
34,026
+285
5
$11M 2.09%
64,571
+792
6
$10.8M 2.04%
407,592
+34,221
7
$10.8M 2.04%
419,475
+18,119
8
$10.5M 1.98%
25,195
-35
9
$10.3M 1.94%
541,044
+14,832
10
$9.93M 1.88%
57,826
-5,746
11
$9.2M 1.74%
55,200
-360
12
$8.82M 1.67%
340,291
+26,604
13
$8.74M 1.65%
53,429
+91
14
$7.71M 1.46%
138,763
+12,822
15
$7.4M 1.4%
16,160
-134
16
$7.21M 1.36%
45,555
+1,572
17
$7.07M 1.34%
262,539
+72,432
18
$7.04M 1.33%
48,680
+1,060
19
$6.92M 1.31%
25,061
+146
20
$6.51M 1.23%
110,209
-2,131
21
$6.06M 1.15%
22,603
+79
22
$5.75M 1.09%
13,166
+2,614
23
$5.71M 1.08%
42,134
+277
24
$5.7M 1.08%
83,174
+2,444
25
$5.67M 1.07%
95,822
+333
1
2 3 4 5