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
326
$307K 0.03%
2,486
-198
327
$305K 0.03%
1,154
+63
328
$303K 0.02%
1,300
+131
329
$302K 0.02%
937
-57
330
$301K 0.02%
1,682
+153
331
$300K 0.02%
1,193
332
$297K 0.02%
4,564
-3,190
333
$297K 0.02%
2,846
-6,887
334
$297K 0.02%
1,355
+1
335
$295K 0.02%
4,640
-726
336
$294K 0.02%
3,758
-29
337
$294K 0.02%
1,612
+89
338
$294K 0.02%
4,938
339
$291K 0.02%
9,565
-2,083
340
$290K 0.02%
5,116
-56
341
$289K 0.02%
10,424
+112
342
$288K 0.02%
750
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343
$286K 0.02%
+4,226
344
$278K 0.02%
7,361
+282
345
$278K 0.02%
14,217
-700
346
$277K 0.02%
7,368
347
$277K 0.02%
4,040
348
$276K 0.02%
2,694
-847
349
$275K 0.02%
6,007
+105
350
$273K 0.02%
1,515
+95
12 13
14
15 16