SVWA

Sound View Wealth Advisors Portfolio holdings

AUM $319M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$9.93M
2 +$8.16M
3 +$8.12M
4
VZ icon
Verizon
VZ
+$7.47M
5
AAPL icon
Apple
AAPL
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.24%
2 Consumer Staples 14.82%
3 Technology 9.85%
4 Industrials 9.23%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBDO
76
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$1.02M 0.37%
+42,224
IBDM
77
DELISTED
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
$1.01M 0.37%
+41,656
WRB icon
78
W.R. Berkley
WRB
$26.6B
$1.01M 0.37%
+46,065
IBDN
79
DELISTED
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
$993K 0.36%
+41,103
WFC icon
80
Wells Fargo
WFC
$291B
$983K 0.36%
+21,329
GVI icon
81
iShares Intermediate Government/Credit Bond ETF
GVI
$3.89B
$982K 0.36%
+9,077
TMO icon
82
Thermo Fisher Scientific
TMO
$204B
$969K 0.35%
+4,331
MUB icon
83
iShares National Muni Bond ETF
MUB
$42.2B
$966K 0.35%
+8,862
DLR icon
84
Digital Realty Trust
DLR
$59B
$956K 0.35%
+8,973
UTG icon
85
Reaves Utility Income Fund
UTG
$3.42B
$956K 0.35%
+32,472
VOO icon
86
Vanguard S&P 500 ETF
VOO
$850B
$945K 0.34%
+4,113
ORCL icon
87
Oracle
ORCL
$410B
$914K 0.33%
+20,235
UNH icon
88
UnitedHealth
UNH
$251B
$842K 0.31%
+3,379
IBDL
89
DELISTED
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
$838K 0.3%
+33,529
TXN icon
90
Texas Instruments
TXN
$201B
$826K 0.3%
+8,739
PNC icon
91
PNC Financial Services
PNC
$98B
$825K 0.3%
+7,058
VWO icon
92
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$815K 0.3%
+21,391
META icon
93
Meta Platforms (Facebook)
META
$1.67T
$806K 0.29%
+6,150
OXM icon
94
Oxford Industries
OXM
$595M
$805K 0.29%
+11,333
MDT icon
95
Medtronic
MDT
$132B
$800K 0.29%
+8,800
V icon
96
Visa
V
$638B
$792K 0.29%
+6,003
GOOGL icon
97
Alphabet (Google) Class A
GOOGL
$3.91T
$791K 0.29%
+15,140
PPL icon
98
PPL Corp
PPL
$26.6B
$786K 0.28%
+27,762
BDX icon
99
Becton Dickinson
BDX
$59.8B
$780K 0.28%
+3,550
BAX icon
100
Baxter International
BAX
$11.2B
$764K 0.28%
+11,614