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
26
$11.6M 0.95%
70,119
-12,592
27
$11.5M 0.94%
54,853
-3,959
28
$10.8M 0.89%
19,396
+1,545
29
$10.5M 0.86%
25,044
-16
30
$10.5M 0.86%
447,972
+151,114
31
$10.1M 0.83%
64,781
-625
32
$9.98M 0.82%
18,733
-349
33
$9.66M 0.79%
156,298
-15,897
34
$9.11M 0.75%
38,457
-6,024
35
$9.09M 0.75%
29,180
-343
36
$8.91M 0.73%
101,451
-1,105
37
$8.54M 0.7%
50,996
-1,592
38
$8.47M 0.7%
92,134
-1,899
39
$8.47M 0.7%
118,266
-2,129
40
$8.46M 0.69%
247,844
-4,318
41
$8.44M 0.69%
40,898
+1,165
42
$8.22M 0.67%
63,771
-1,721
43
$8M 0.66%
22,156
-57
44
$7.85M 0.64%
31,561
-288
45
$7.44M 0.61%
62,532
-7,043
46
$7.42M 0.61%
21,179
+140
47
$7.24M 0.59%
23,182
-1,048
48
$7.23M 0.59%
49,515
+1,420
49
$6.57M 0.54%
42,487
-223
50
$6.54M 0.54%
41,216
-2,934
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