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
$970M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.54M
3
+$1.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.35M

Top Sells

1
+$1.74M
2
+$1.54M
3
+$1.41M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.12M
5
AVGO icon
Broadcom
AVGO
+$939K

Sector Composition

1 Technology 15.74%
2 Healthcare 9.81%
3 Financials 5.95%
4 Consumer Staples 5.39%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.08%
494,404
+63,263
27
$10.2M 1.05%
503,132
+66,535
28
$9.27M 0.96%
54,024
-218
29
$9.13M 0.94%
158,534
-24,410
30
$8.89M 0.92%
370,695
+23,824
31
$8.73M 0.9%
22,308
+520
32
$8.05M 0.83%
14,794
+248
33
$7.91M 0.82%
25,326
-386
34
$7.31M 0.75%
45,530
-5,850
35
$7.2M 0.74%
248,462
36
$7.17M 0.74%
112,701
-12,397
37
$7.13M 0.73%
36,009
-127
38
$7.11M 0.73%
17,473
-144
39
$6.9M 0.71%
18,924
-1,657
40
$6.9M 0.71%
59,909
+10,750
41
$6.77M 0.7%
87,319
-2,429
42
$6.57M 0.68%
25,788
+256
43
$6.42M 0.66%
89,121
-318
44
$6.27M 0.65%
34,436
+1,190
45
$6.1M 0.63%
51,446
+3,987
46
$6M 0.62%
48,489
+111
47
$5.88M 0.61%
37,601
+361
48
$5.67M 0.58%
25,080
+2,767
49
$5.64M 0.58%
83,267
-479
50
$5.42M 0.56%
20,666
+690
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