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
$938M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.97M
3
+$4.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.91M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.69M

Top Sells

1
+$7.51M
2
+$3M
3
+$2.97M
4
PM icon
Philip Morris
PM
+$2.3M
5
NVDA icon
NVIDIA
NVDA
+$2.03M

Sector Composition

1 Technology 14.59%
2 Healthcare 9.85%
3 Financials 6.38%
4 Consumer Staples 5.61%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$215K 0.02%
3,558
-262
352
$212K 0.02%
2,485
-1,450
353
$212K 0.02%
7,009
-27
354
$212K 0.02%
5,392
-704
355
$209K 0.02%
+6,327
356
$208K 0.02%
+3,250
357
$206K 0.02%
9,667
-13,291
358
$204K 0.02%
+2,751
359
$203K 0.02%
3,759
-339
360
$203K 0.02%
1,396
-99
361
$201K 0.02%
+2,283
362
$201K 0.02%
579
-14
363
$200K 0.02%
5,541
-1,839
364
$200K 0.02%
+2,550
365
$198K 0.02%
12,142
+205
366
$169K 0.02%
12,123
-5,913
367
$162K 0.02%
14,150
-556
368
$161K 0.02%
15,100
369
$102K 0.01%
44,726
370
$19.8K ﹤0.01%
11,000
-5,000
371
$13.5K ﹤0.01%
12,500
372
– –
-4,662
373
– –
-114,180
374
– –
-3,182
375
– –
-989
12 13 14
15
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