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
$1.24B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.35M
3
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

1
+$24M
2
+$10.2M
3
+$3.27M
4
CRM icon
Salesforce
CRM
+$1.72M
5
INTU icon
Intuit
INTU
+$1.69M

Sector Composition

1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.4M 6.23%
308,929
+154
2
$50.7M 4.08%
2,024,550
+425,379
3
$38.1M 3.07%
90,318
+3,337
4
$31.5M 2.53%
1,307,356
+109,202
5
$30.6M 2.47%
228,235
+12,446
6
$25M 2.01%
1,043,419
+81,603
7
$24.3M 1.96%
797,312
+25,079
8
$22.7M 1.83%
29,417
+1,853
9
$22.6M 1.82%
976,078
-25,934
10
$21.9M 1.76%
75,398
+2,077
11
$21.5M 1.73%
863,127
+56,379
12
$21.4M 1.72%
39,666
+953
13
$19M 1.53%
86,535
-689
14
$18.2M 1.47%
93,046
+1,337
15
$18M 1.45%
44,481
+969
16
$17.3M 1.39%
632,566
+34,000
17
$16.9M 1.36%
27,188
+220
18
$16.3M 1.32%
716,958
+40,521
19
$15.8M 1.27%
30,919
+133
20
$15.2M 1.22%
90,502
+1,106
21
$15M 1.21%
62,640
-1,111
22
$14.7M 1.18%
687,539
+41,154
23
$14.3M 1.15%
213,558
+7,809
24
$14.2M 1.14%
696,080
+45,025
25
$13.8M 1.11%
35,467
+1,469
1
2 3 4 5