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
$479M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.34M
3
+$990K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$935K
5
NVDA icon
NVIDIA
NVDA
+$641K

Top Sells

1
+$2.81M
2
+$1.8M
3
+$659K
4
VZ icon
Verizon
VZ
+$549K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$465K

Sector Composition

1 Technology 13.53%
2 Healthcare 11.31%
3 Consumer Staples 7.88%
4 Consumer Discretionary 7.75%
5 Financials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 1%
41,767
+1,204
27
$4.71M 0.98%
190,107
-6,000
28
$4.68M 0.98%
96,320
-3,965
29
$4.65M 0.97%
13,734
+345
30
$4.61M 0.96%
86,592
-3,968
31
$4.58M 0.96%
12,782
+231
32
$4.51M 0.94%
41,857
-2,161
33
$4.46M 0.93%
20,982
-18
34
$4.37M 0.91%
29,045
-373
35
$4.23M 0.88%
47,772
-810
36
$4.16M 0.87%
10,552
+532
37
$4M 0.84%
103,041
+3,065
38
$3.99M 0.83%
30,136
-735
39
$3.87M 0.81%
14,188
-746
40
$3.46M 0.72%
46,063
+35
41
$3.4M 0.71%
318,606
+3,477
42
$3.37M 0.7%
24,897
-1,801
43
$3.11M 0.65%
67,029
+4,413
44
$3.1M 0.65%
15,816
-771
45
$3.09M 0.65%
23,120
+680
46
$3.01M 0.63%
29,662
-1,221
47
$2.75M 0.57%
14,247
-113
48
$2.65M 0.55%
127,760
+30,920
49
$2.62M 0.55%
33,484
+4,611
50
$2.6M 0.54%
15,349
+188
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