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
101
$2.26M 0.24%
23,170
-1,482
102
$2.23M 0.24%
29,152
-5,242
103
$2.16M 0.23%
13,842
-6,656
104
$2.14M 0.23%
32,559
-3,660
105
$2.11M 0.22%
14,183
+442
106
$2.1M 0.22%
3,235
+133
107
$2.07M 0.22%
2,154
-38
108
$2.06M 0.22%
52,932
+3,047
109
$2.05M 0.22%
9,910
+562
110
$2.05M 0.22%
9,735
-1,133
111
$2.01M 0.21%
20,775
-1,012
112
$2.01M 0.21%
40,244
-8
113
$1.97M 0.21%
77,767
-3,397
114
$1.9M 0.2%
11,230
+2,838
115
$1.81M 0.19%
8,504
-215
116
$1.8M 0.19%
19,613
-25,096
117
$1.77M 0.19%
3,372
-116
118
$1.77M 0.19%
18,240
-550
119
$1.76M 0.19%
+19,413
120
$1.75M 0.19%
2,116
+336
121
$1.75M 0.19%
20,284
-1,090
122
$1.69M 0.18%
5,075
-2,401
123
$1.66M 0.18%
38,076
-39,191
124
$1.65M 0.18%
22,245
-1,467
125
$1.62M 0.17%
5,560
-710
3 4
5
6 7