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
51
$5.01M 0.53%
28,652
-2,231
52
$4.68M 0.5%
28,736
-1,712
53
$4.65M 0.5%
22,313
-3,907
54
$4.61M 0.49%
54,841
-2,377
55
$4.52M 0.48%
39,865
-891
56
$4.38M 0.47%
29,663
-5,565
57
$3.88M 0.41%
5,293
-313
58
$3.86M 0.41%
29,811
-1,203
59
$3.71M 0.4%
7,646
-958
60
$3.67M 0.39%
21,689
-509
61
$3.6M 0.38%
13,326
-1,228
62
$3.47M 0.37%
9,478
-785
63
$3.42M 0.36%
72,093
-7,365
64
$3.42M 0.36%
12,097
-2,336
65
$3.36M 0.36%
121,223
-6,214
66
$3.09M 0.33%
73,585
-4,305
67
$3.09M 0.33%
6,241
+15
68
$3.06M 0.33%
35,660
-2,480
69
$3.01M 0.32%
68,192
-2,113
70
$2.99M 0.32%
117,989
-5,941
71
$2.98M 0.32%
112,771
-5,672
72
$2.96M 0.32%
46,246
-8,299
73
$2.95M 0.31%
54,415
+4,713
74
$2.94M 0.31%
30,000
-2,831
75
$2.91M 0.31%
12,765
-1,942
1 2
3
4 5