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
276
$362K 0.04%
968
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277
$361K 0.04%
4,209
+43
278
$356K 0.04%
2,597
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279
$352K 0.04%
7,122
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280
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4,550
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281
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6,982
282
$341K 0.04%
5,374
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283
$338K 0.03%
5,400
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284
$336K 0.03%
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285
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+4,912
286
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2,084
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287
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6,790
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288
$329K 0.03%
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289
$323K 0.03%
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290
$315K 0.03%
3,038
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291
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2,226
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292
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293
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294
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7,700
295
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3,941
296
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10,883
-1,840
297
$308K 0.03%
6,241
298
$306K 0.03%
2,402
299
$303K 0.03%
8,091
-2,811
300
$303K 0.03%
1,490
-375
10 11
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