SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$526K 0.04%
7,706
+2,972
252
$525K 0.04%
7,140
253
$520K 0.04%
12,743
-5,498
254
$517K 0.04%
1,188
+232
255
$511K 0.04%
134
-18
256
$508K 0.04%
15,609
-380
257
$506K 0.04%
3,350
+1
258
$500K 0.04%
5,679
-580
259
$494K 0.04%
6,777
-361
260
$490K 0.04%
9,829
261
$489K 0.04%
2,053
+67
262
$488K 0.04%
2,831
+146
263
$487K 0.04%
11,652
+441
264
$475K 0.04%
1,443
265
$469K 0.04%
1,935
-2
266
$465K 0.04%
3,927
-542
267
$463K 0.04%
9,761
+386
268
$462K 0.04%
5,759
+193
269
$454K 0.04%
12,632
-732
270
$452K 0.04%
736
-792
271
$450K 0.04%
4,285
-2,676
272
$447K 0.04%
4,634
-83
273
$444K 0.04%
3,864
-20
274
$441K 0.04%
8,162
-3,982
275
$435K 0.04%
7,506
+792
9 10
11
12 13