SVWA

Sound View Wealth Advisors Portfolio holdings

AUM $319M
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
IEFA icon
151
iShares Core MSCI EAFE ETF
IEFA
$159B
$369K 0.13%
+6,704
GE icon
152
GE Aerospace
GE
$327B
$360K 0.13%
+9,935
UPS icon
153
United Parcel Service
UPS
$78.8B
$352K 0.13%
+3,606
GSK icon
154
GSK
GSK
$96.2B
$350K 0.13%
+7,338
CELG
155
DELISTED
Celgene Corp
CELG
$350K 0.13%
+5,460
TRV icon
156
Travelers Companies
TRV
$63.5B
$349K 0.13%
+2,912
TTE icon
157
TotalEnergies
TTE
$138B
$341K 0.12%
+6,534
BLK icon
158
Blackrock
BLK
$168B
$337K 0.12%
+857
ENB icon
159
Enbridge
ENB
$105B
$332K 0.12%
+10,672
LNC icon
160
Lincoln National
LNC
$7.8B
$328K 0.12%
+6,389
VCSH icon
161
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$328K 0.12%
+4,206
PZA icon
162
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$326K 0.12%
+13,045
IBB icon
163
iShares Biotechnology ETF
IBB
$6.4B
$325K 0.12%
+3,366
CEZ
164
DELISTED
VictoryShares Emerging Market Volatility Wtd ETF
CEZ
$316K 0.11%
+13,065
FSP
165
Franklin Street Properties
FSP
$122M
$315K 0.11%
+50,514
IVOO icon
166
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.83B
$311K 0.11%
+5,554
VTI icon
167
Vanguard Total Stock Market ETF
VTI
$555B
$311K 0.11%
+2,433
FHI icon
168
Federated Hermes
FHI
$3.85B
$310K 0.11%
+11,680
WELL icon
169
Welltower
WELL
$132B
$309K 0.11%
+4,457
NVDA icon
170
NVIDIA
NVDA
$4.75T
$305K 0.11%
+91,360
HUM icon
171
Humana
HUM
$28.7B
$303K 0.11%
+1,058
GPC icon
172
Genuine Parts
GPC
$17.5B
$298K 0.11%
+3,107
VO icon
173
Vanguard Mid-Cap ETF
VO
$88.3B
$295K 0.11%
+2,137
BP icon
174
BP
BP
$95.5B
$291K 0.11%
+7,929
SPY icon
175
SPDR S&P 500 ETF Trust
SPY
$675B
$290K 0.11%
+1,160