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
376
$229K 0.02%
+1,654
377
$224K 0.02%
9,341
-644
378
$220K 0.02%
+3,394
379
$217K 0.02%
2,635
-208
380
$217K 0.02%
+2,595
381
$217K 0.02%
10,000
-1,000
382
$213K 0.02%
824
-1,156
383
$213K 0.02%
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-614
384
$213K 0.02%
3,549
-271
385
$213K 0.02%
2,779
-105
386
$212K 0.02%
+385
387
$211K 0.02%
+7,436
388
$210K 0.02%
+2,178
389
$209K 0.02%
+8,243
390
$209K 0.02%
+2,190
391
$208K 0.02%
1,297
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392
$207K 0.02%
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393
$206K 0.02%
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394
$206K 0.02%
3,672
-695
395
$205K 0.02%
4,076
+115
396
$204K 0.02%
6,485
-2,112
397
$203K 0.02%
3,699
-3,063
398
$202K 0.02%
8,087
-3,342
399
$201K 0.02%
634
400
$200K 0.02%
+1,076
14 15
16
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