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
76
$2.83M 0.3%
9,386
+1,519
77
$2.81M 0.3%
8,164
-1,866
78
$2.78M 0.3%
86,235
-2,721
79
$2.76M 0.29%
106,390
-6,749
80
$2.75M 0.29%
31,540
+1,120
81
$2.73M 0.29%
46,310
-1,548
82
$2.7M 0.29%
72,617
+31,325
83
$2.68M 0.29%
38,316
-657
84
$2.66M 0.28%
105,501
-4,374
85
$2.65M 0.28%
69,777
+9,045
86
$2.65M 0.28%
61,021
+2,958
87
$2.64M 0.28%
23,247
-1,910
88
$2.56M 0.27%
20,363
-2,229
89
$2.54M 0.27%
8,822
-1,421
90
$2.51M 0.27%
10,064
-147
91
$2.49M 0.27%
274,344
-6,919
92
$2.45M 0.26%
11,905
-161
93
$2.42M 0.26%
13,897
-5,802
94
$2.38M 0.25%
23,513
-2,437
95
$2.37M 0.25%
4,074
-395
96
$2.36M 0.25%
9,447
-756
97
$2.36M 0.25%
46,013
+39,374
98
$2.32M 0.25%
16,082
-1,234
99
$2.31M 0.25%
8,616
-32
100
$2.27M 0.24%
123,999
-10,741
2 3
4
5 6