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
$479M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.34M
3
+$990K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$935K
5
NVDA icon
NVIDIA
NVDA
+$641K

Top Sells

1
+$2.81M
2
+$1.8M
3
+$659K
4
VZ icon
Verizon
VZ
+$549K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$465K

Sector Composition

1 Technology 13.53%
2 Healthcare 11.31%
3 Consumer Staples 7.88%
4 Consumer Discretionary 7.75%
5 Financials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.07%
1,420
227
$311K 0.07%
1,059
-108
228
$309K 0.06%
8,000
229
$308K 0.06%
4,407
-1,045
230
$307K 0.06%
20,275
-298
231
$306K 0.06%
10,323
+108
232
$299K 0.06%
5,747
+197
233
$295K 0.06%
4,454
+368
234
$294K 0.06%
515
+113
235
$294K 0.06%
+472
236
$291K 0.06%
1,455
+74
237
$290K 0.06%
3,969
-52
238
$286K 0.06%
1,358
+3
239
$285K 0.06%
3,229
+21
240
$284K 0.06%
19,316
-3,222
241
$277K 0.06%
1,640
242
$277K 0.06%
4,660
243
$276K 0.06%
1,541
-101
244
$272K 0.06%
2,223
245
$271K 0.06%
1,562
246
$271K 0.06%
2,237
-60
247
$267K 0.06%
6,091
-124
248
$265K 0.06%
1,767
-34
249
$258K 0.05%
1,705
250
$257K 0.05%
2,529
-387
8 9
10
11 12