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
101
$1.21M 0.25%
3,902
+119
102
$1.18M 0.25%
1,955
+2
103
$1.18M 0.25%
8,700
+140
104
$1.16M 0.24%
15,806
-2,023
105
$1.16M 0.24%
11,180
+1,431
106
$1.14M 0.24%
13,222
-140
107
$1.14M 0.24%
55,714
-8,267
108
$1.11M 0.23%
9,897
+36
109
$1.06M 0.22%
7,093
+753
110
$1.05M 0.22%
9,350
-423
111
$1.04M 0.22%
5,378
+126
112
$1M 0.21%
2,237
+232
113
$996K 0.21%
3,889
+163
114
$990K 0.21%
+39,528
115
$985K 0.21%
4,305
+640
116
$975K 0.2%
1,598
+49
117
$957K 0.2%
16,810
+700
118
$954K 0.2%
3,618
+78
119
$935K 0.2%
+12,646
120
$915K 0.19%
4,715
-85
121
$891K 0.19%
7,000
+953
122
$884K 0.18%
6,089
-606
123
$881K 0.18%
8,064
+2,232
124
$876K 0.18%
1,623
+287
125
$867K 0.18%
10,083
+183
3 4
5
6 7