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
$938M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.97M
3
+$4.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.91M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.69M

Top Sells

1
+$7.51M
2
+$3M
3
+$2.97M
4
PM icon
Philip Morris
PM
+$2.3M
5
NVDA icon
NVIDIA
NVDA
+$2.03M

Sector Composition

1 Technology 14.59%
2 Healthcare 9.85%
3 Financials 6.38%
4 Consumer Staples 5.61%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$366K 0.04%
2,611
-1,619
277
$358K 0.04%
2,603
-224
278
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279
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+9
280
$352K 0.04%
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281
$351K 0.04%
7,460
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282
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1,093
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283
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9,285
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284
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285
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286
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287
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288
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289
$336K 0.04%
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290
$333K 0.04%
6,856
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291
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4,605
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292
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4,276
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293
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294
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5,547
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295
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2,337
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296
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7,689
297
$324K 0.03%
3,941
-318
298
$320K 0.03%
7,798
-15
299
$319K 0.03%
+3,700
300
$316K 0.03%
2,402
-300
10 11
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