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
76
$2.74M 0.28%
66,375
-7,210
77
$2.69M 0.28%
73,734
+1,117
78
$2.64M 0.27%
12,281
+376
79
$2.64M 0.27%
55,642
-16,451
80
$2.62M 0.27%
104,864
-637
81
$2.59M 0.27%
65,070
-4,707
82
$2.58M 0.27%
13,284
-613
83
$2.56M 0.26%
61,564
+7,149
84
$2.55M 0.26%
65,143
+4,122
85
$2.55M 0.26%
9,909
+523
86
$2.48M 0.26%
32,372
+3,220
87
$2.48M 0.26%
31,456
-84
88
$2.47M 0.25%
36,176
+3,617
89
$2.43M 0.25%
46,464
+154
90
$2.42M 0.25%
23,268
+21
91
$2.4M 0.25%
37,890
-426
92
$2.38M 0.25%
9,976
-88
93
$2.37M 0.24%
55,656
+2,724
94
$2.37M 0.24%
74,963
-11,272
95
$2.36M 0.24%
15,539
-543
96
$2.36M 0.24%
46,013
97
$2.31M 0.24%
9,558
+111
98
$2.31M 0.24%
116,346
-7,653
99
$2.27M 0.23%
3,461
+226
100
$2.24M 0.23%
4,057
-17
2 3
4
5 6