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
1
$41.5M 5.16%
242,313
+19,771
2
$26.7M 3.32%
84,449
+5,518
3
$23.6M 2.93%
1,009,298
+169,076
4
$22.1M 2.75%
908,628
+162,335
5
$21.3M 2.65%
861,541
+168,312
6
$18.3M 2.28%
792,955
+130,529
7
$15.8M 1.97%
938,277
-24,036
8
$15M 1.86%
27,838
+355
9
$14.8M 1.84%
626,784
+57,063
10
$14.8M 1.84%
614,233
+225,264
11
$13.8M 1.72%
543,994
-22,366
12
$13.3M 1.66%
85,764
+6,345
13
$13.2M 1.65%
90,758
+8,232
14
$12.6M 1.57%
81,038
+2,583
15
$11.5M 1.43%
29,273
+2,697
16
$10.6M 1.32%
83,254
+7,194
17
$10M 1.24%
33,109
+1,725
18
$9.86M 1.23%
199,014
+10,841
19
$9.32M 1.16%
26,022
+4,092
20
$9.27M 1.15%
37,034
+30
21
$9.08M 1.13%
62,595
+3,902
22
$8.9M 1.11%
21,445
+1,554
23
$8.59M 1.07%
65,154
+2,992
24
$8.49M 1.06%
195,190
+170
25
$8.38M 1.04%
56,198
+2,320
1
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