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
326
$254K 0.03%
14,639
+30
327
$254K 0.03%
1,087
+35
328
$254K 0.03%
1,803
329
$250K 0.03%
4,275
+20
330
$247K 0.03%
1,915
+66
331
$245K 0.03%
3,198
+100
332
$240K 0.02%
2,927
+12
333
$238K 0.02%
784
-657
334
$238K 0.02%
2,733
+450
335
$237K 0.02%
1,830
336
$237K 0.02%
1,407
337
$237K 0.02%
4,840
-10
338
$234K 0.02%
525
-22
339
$232K 0.02%
5,977
-350
340
$228K 0.02%
4,303
+133
341
$227K 0.02%
2,176
-200
342
$220K 0.02%
1,454
+58
343
$219K 0.02%
5,392
344
$219K 0.02%
3,282
-19
345
$213K 0.02%
4,025
346
$211K 0.02%
9,667
347
$208K 0.02%
810
+1
348
$207K 0.02%
3,459
-556
349
$204K 0.02%
1,964
-859
350
$203K 0.02%
3,836
+77
11 12 13
14
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