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
$970M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.54M
3
+$1.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.35M

Top Sells

1
+$1.74M
2
+$1.54M
3
+$1.41M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.12M
5
AVGO icon
Broadcom
AVGO
+$939K

Sector Composition

1 Technology 15.74%
2 Healthcare 9.81%
3 Financials 5.95%
4 Consumer Staples 5.39%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$557K 0.06%
9,462
227
$544K 0.06%
3,172
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228
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13,678
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229
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230
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6,048
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233
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235
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236
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237
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238
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239
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240
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245
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5,463
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248
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1,720
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249
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148
250
$437K 0.05%
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10
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