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
276
$430K 0.04%
11,205
277
$426K 0.04%
4,128
+5
278
$426K 0.03%
11,943
-136
279
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280
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1,355
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281
$422K 0.03%
831
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282
$421K 0.03%
7,073
283
$415K 0.03%
18,714
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284
$408K 0.03%
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285
$407K 0.03%
3,336
286
$400K 0.03%
6,982
-1,909
287
$394K 0.03%
5,195
288
$393K 0.03%
4,450
-1,075
289
$393K 0.03%
5,237
-376
290
$389K 0.03%
+11,335
291
$387K 0.03%
3,516
-1,219
292
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293
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294
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8,214
-1,775
295
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3,199
-144
296
$378K 0.03%
6,105
297
$377K 0.03%
4,496
+10
298
$376K 0.03%
16,691
-10
299
$375K 0.03%
1,872
+116
300
$375K 0.03%
1,725
+7
10 11
12
13 14