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
$938M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.97M
3
+$4.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.91M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.69M

Top Sells

1
+$7.51M
2
+$3M
3
+$2.97M
4
PM icon
Philip Morris
PM
+$2.3M
5
NVDA icon
NVIDIA
NVDA
+$2.03M

Sector Composition

1 Technology 14.59%
2 Healthcare 9.85%
3 Financials 6.38%
4 Consumer Staples 5.61%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.56M 1.02%
158,285
-6,961
27
$9.23M 0.98%
431,141
+94,412
28
$9.08M 0.97%
59,620
-4,645
29
$8.95M 0.95%
436,597
+100,561
30
$8.67M 0.92%
21,788
-1,098
31
$8.3M 0.89%
346,871
+7,397
32
$7.65M 0.82%
125,098
-2,560
33
$7.61M 0.81%
14,546
+4,474
34
$7.41M 0.79%
17,617
-1,451
35
$7.31M 0.78%
25,712
-3,343
36
$7.25M 0.77%
248,462
+700
37
$7.2M 0.77%
25,532
-661
38
$6.94M 0.74%
20,581
-2,529
39
$6.81M 0.73%
51,380
-5,890
40
$6.5M 0.69%
89,439
+82,135
41
$6.44M 0.69%
89,748
-2,755
42
$6.38M 0.68%
48,378
-2,911
43
$6.35M 0.68%
36,136
-774
44
$5.87M 0.63%
37,240
-923
45
$5.74M 0.61%
47,459
-1,613
46
$5.71M 0.61%
49,159
-4,380
47
$5.57M 0.59%
19,976
-3,166
48
$5.04M 0.54%
83,746
-11,723
49
$5.02M 0.54%
26,290
-136
50
$5.02M 0.53%
33,246
-1,028
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