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
351
$273K 0.02%
2,102
352
$267K 0.02%
3,724
-75
353
$266K 0.02%
+2,635
354
$263K 0.02%
1,771
-32
355
$260K 0.02%
2,651
-579
356
$259K 0.02%
14,732
+31
357
$258K 0.02%
56
-1
358
$257K 0.02%
382
-2
359
$257K 0.02%
+1,752
360
$254K 0.02%
1,262
-79
361
$253K 0.02%
2,875
+39
362
$251K 0.02%
1,368
+315
363
$249K 0.02%
739
+129
364
$244K 0.02%
3,786
+5
365
$244K 0.02%
4,306
+102
366
$243K 0.02%
1,407
367
$241K 0.02%
1,172
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368
$239K 0.02%
981
+32
369
$238K 0.02%
1,615
-300
370
$236K 0.02%
+1,547
371
$236K 0.02%
5,113
-558
372
$235K 0.02%
5,304
+243
373
$235K 0.02%
1,354
+5
374
$234K 0.02%
3,279
-505
375
$231K 0.02%
2,330
13 14
15
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