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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.36M
3
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

1
+$4.62M
2
+$2.94M
3
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.5M 5.12%
292,732
-1,029
2
$48M 3.3%
92,579
-1,541
3
$43.8M 3.01%
1,802,697
+91,888
4
$43.2M 2.97%
232,593
-5,807
5
$41.4M 2.85%
1,644,079
-183,678
6
$35.5M 2.44%
1,460,296
+140,686
7
$30.8M 2.11%
1,205,249
+104,623
8
$29M 2%
868,694
+17,464
9
$25.7M 1.77%
977,104
+19,577
10
$25.5M 1.76%
77,850
+509
11
$24.4M 1.67%
1,037,961
+93,411
12
$23.7M 1.63%
38,681
+85
13
$21.9M 1.5%
987,630
+95,190
14
$20.2M 1.39%
954,062
+68,818
15
$20.2M 1.39%
64,131
+672
16
$19.7M 1.35%
89,685
-171
17
$19.3M 1.32%
58,407
-5,930
18
$19.1M 1.31%
204,240
-1,624
19
$18.9M 1.3%
87,596
-373
20
$18.5M 1.27%
722,066
+64,927
21
$18M 1.24%
29,985
-165
22
$17.4M 1.2%
22,828
-556
23
$15.6M 1.07%
35,078
-138
24
$15.2M 1.05%
62,536
-58
25
$14.6M 1%
198,587
-15,139
1
2 3 4 5