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
301
$375K 0.03%
1,547
+3
302
$374K 0.03%
735
+230
303
$371K 0.03%
7,941
304
$370K 0.03%
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305
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8,916
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306
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3,016
307
$364K 0.03%
1,432
-26
308
$363K 0.03%
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309
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-1,542
310
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311
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312
$347K 0.03%
1,937
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313
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4,500
314
$338K 0.03%
2,453
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315
$338K 0.03%
1,077
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316
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317
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319
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14,657
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320
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1,015
321
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4,572
-1,800
322
$312K 0.03%
1,508
+171
323
$310K 0.03%
4,863
+771
324
$309K 0.03%
5,577
-620
325
$308K 0.03%
2,579
-609
11 12
13
14 15