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
51
$2.54M 0.53%
32,355
-469
52
$2.44M 0.51%
40,772
-221
53
$2.28M 0.48%
19,311
+64
54
$2.23M 0.47%
43,713
-1,577
55
$2.09M 0.44%
37,363
+838
56
$2.06M 0.43%
39,515
57
$2.02M 0.42%
4,717
+3,132
58
$1.96M 0.41%
9,818
-23
59
$1.95M 0.41%
20,524
-287
60
$1.9M 0.4%
6,550
-20
61
$1.88M 0.39%
3,295
+60
62
$1.88M 0.39%
7,617
+155
63
$1.87M 0.39%
14,473
-2,713
64
$1.85M 0.39%
5,452
+187
65
$1.79M 0.37%
11,342
-35
66
$1.78M 0.37%
30,202
+5,384
67
$1.77M 0.37%
32,515
+614
68
$1.75M 0.37%
36,110
+200
69
$1.74M 0.36%
8,175
-648
70
$1.73M 0.36%
13,763
-22
71
$1.71M 0.36%
12,845
-4,964
72
$1.7M 0.35%
7,614
+166
73
$1.69M 0.35%
17,926
+335
74
$1.65M 0.34%
14,168
-4,002
75
$1.64M 0.34%
8,530
+561
1 2
3
4 5