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
351
$202K 0.02%
2,700
-1,000
352
$202K 0.02%
2,682
-69
353
$201K 0.02%
2,109
354
$199K 0.02%
+10,642
355
$160K 0.02%
12,123
356
$158K 0.02%
14,150
357
$157K 0.02%
14,686
-414
358
$10.5K ﹤0.01%
12,500
359
– –
-579
360
– –
-2,550
361
– –
-1,260
362
– –
-5,541
363
– –
-44,726
364
– –
-3,250
365
– –
-2,485
366
– –
-11,000
367
– –
-5,200
368
– –
-1,383
369
– –
-433
370
– –
-9,811
371
– –
-3,558
372
– –
-2,813
373
– –
-10,523
374
– –
-4,282
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