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
401
$174K 0.01%
15,500
402
$165K 0.01%
12,123
403
$159K 0.01%
13,036
-4,127
404
$150K 0.01%
13,970
405
$113K 0.01%
10,246
-1,325
406
$36.5K ﹤0.01%
16,000
407
– –
-2,128
408
– –
-3,844
409
– –
-5,400
410
– –
-627
411
– –
-2,375
412
– –
-2,093
413
– –
-2,868
414
– –
-5,885
415
– –
-11,813
416
– –
-3,581
417
– –
-2,325
418
– –
-1,323
419
– –
-16,186
420
– –
-730
421
– –
-2,066
422
– –
-7,840
423
– –
-1,345
424
– –
-3,112
425
– –
-5,377
14 15 16
17
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