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
301
$298K 0.03%
1,193
302
$298K 0.03%
7,945
303
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+1,879
304
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306
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307
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308
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309
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311
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312
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313
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315
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316
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317
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318
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4,479
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323
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1,839
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2,194
-100
325
$255K 0.03%
1,845
11 12
13
14 15