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
251
$255K 0.05%
150
252
$255K 0.05%
+4,500
253
$250K 0.05%
2,800
-3
254
$249K 0.05%
17,597
+4,700
255
$247K 0.05%
581
256
$247K 0.05%
760
+50
257
$244K 0.05%
3,036
+4
258
$243K 0.05%
1,461
259
$243K 0.05%
2,144
260
$243K 0.05%
+631
261
$242K 0.05%
3,609
+6
262
$240K 0.05%
934
+215
263
$236K 0.05%
+1,501
264
$234K 0.05%
3,340
-98
265
$232K 0.05%
4,845
-5,530
266
$230K 0.05%
+6,140
267
$229K 0.05%
2,782
268
$228K 0.05%
1,163
-69
269
$227K 0.05%
1,399
+70
270
$226K 0.05%
6,893
-14
271
$225K 0.05%
6,237
+554
272
$225K 0.05%
16,580
273
$218K 0.05%
651
-266
274
$215K 0.04%
+6,562
275
$215K 0.04%
2,000
-750
8 9 10
11
12