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
276
$209K 0.04%
44,936
277
$209K 0.04%
7,099
278
$208K 0.04%
7,935
-2,000
279
$203K 0.04%
3,162
-407
280
$156K 0.03%
10,524
281
$121K 0.03%
12,595
+624
282
$99K 0.02%
+1,500
283
$79K 0.02%
15,000
284
$78K 0.02%
+10,850
285
– –
-579
286
– –
-1,405
287
– –
-15,499
288
– –
-2,786
289
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-3,576
290
– –
-9,225
291
– –
-2,909
292
– –
-8,063
293
– –
-7,184
294
– –
-12,498
295
– –
-7,054
296
– –
-1,560
297
– –
-3,165
298
– –
-113,223
299
– –
-8,027
8 9 10 11
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