SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.7M 0.3%
13,586
+362
77
$3.52M 0.29%
89,702
+2,007
78
$3.5M 0.29%
9,451
-853
79
$3.49M 0.29%
57,225
-619
80
$3.45M 0.28%
48,606
+1,520
81
$3.41M 0.28%
119,685
-5,031
82
$3.36M 0.28%
47,269
-632
83
$3.31M 0.27%
29,943
+593
84
$3.3M 0.27%
24,888
-3,401
85
$3.27M 0.27%
23,420
+730
86
$3.24M 0.27%
10,615
-49
87
$3.18M 0.26%
43,289
+2,718
88
$3.12M 0.26%
74,754
+3,624
89
$3.08M 0.25%
121,869
+13,645
90
$3.08M 0.25%
8,276
+250
91
$3.06M 0.25%
13,122
-1,129
92
$3.02M 0.25%
11,234
-508
93
$2.97M 0.24%
33,091
+1,385
94
$2.92M 0.24%
5,204
-259
95
$2.8M 0.23%
14,049
+176
96
$2.76M 0.23%
15,353
+69
97
$2.73M 0.22%
22,416
-85
98
$2.73M 0.22%
107,621
-6,884
99
$2.73M 0.22%
44,164
-698
100
$2.61M 0.21%
34,563
+10,568
2 3
4
5 6