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
51
$4.72M 0.49%
28,606
-46
52
$4.62M 0.48%
26,738
+448
53
$4.51M 0.46%
28,101
-635
54
$4.49M 0.46%
55,380
+539
55
$4.43M 0.46%
5,217
-76
56
$4.43M 0.46%
30,413
+750
57
$4.39M 0.45%
39,865
58
$4.27M 0.44%
21,414
-275
59
$4.02M 0.41%
7,980
+334
60
$3.99M 0.41%
28,893
-918
61
$3.61M 0.37%
13,569
+243
62
$3.44M 0.35%
135,721
+17,732
63
$3.43M 0.35%
129,651
+16,880
64
$3.43M 0.35%
122,453
+1,230
65
$3.31M 0.34%
11,413
-684
66
$3.25M 0.34%
9,758
+280
67
$3.22M 0.33%
6,321
+80
68
$3.19M 0.33%
35,750
+90
69
$3.17M 0.33%
121,826
+15,436
70
$3.15M 0.32%
44,458
-1,788
71
$3.11M 0.32%
8,314
+150
72
$3.1M 0.32%
31,919
+1,919
73
$2.94M 0.3%
12,695
-70
74
$2.9M 0.3%
20,528
+165
75
$2.78M 0.29%
9,347
+525
1 2
3
4 5