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
76
$1.63M 0.34%
35,732
-1,968
77
$1.61M 0.34%
7,231
+2,060
78
$1.6M 0.33%
18,390
+971
79
$1.6M 0.33%
37,665
+700
80
$1.59M 0.33%
48,801
-4,722
81
$1.56M 0.33%
13,237
+1,715
82
$1.55M 0.32%
3,974
+144
83
$1.54M 0.32%
19,017
-140
84
$1.54M 0.32%
4,475
+443
85
$1.54M 0.32%
26,016
+378
86
$1.5M 0.31%
46,107
+9
87
$1.44M 0.3%
14,737
-1,484
88
$1.43M 0.3%
7,297
+123
89
$1.35M 0.28%
9,209
-672
90
$1.35M 0.28%
9,337
-1,343
91
$1.31M 0.27%
21,867
-408
92
$1.31M 0.27%
5,989
+1,194
93
$1.3M 0.27%
6,431
+91
94
$1.3M 0.27%
5,386
+297
95
$1.29M 0.27%
8,227
+203
96
$1.27M 0.27%
4,441
+15
97
$1.24M 0.26%
4,899
98
$1.24M 0.26%
7,075
-52
99
$1.22M 0.25%
72,674
+1,122
100
$1.22M 0.25%
4,480
+313
2 3
4
5 6