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
101
$2.2M 0.23%
10,862
+1,127
102
$2.2M 0.23%
267,182
-7,162
103
$2.19M 0.23%
22,804
-709
104
$2.19M 0.23%
21,806
-1,364
105
$2.18M 0.22%
12,581
+1,351
106
$2.08M 0.21%
20,534
+921
107
$2.07M 0.21%
9,970
+60
108
$2.06M 0.21%
1,961
-193
109
$2.05M 0.21%
8,646
+30
110
$2.02M 0.21%
20,183
-592
111
$1.96M 0.2%
63,308
-4,884
112
$1.93M 0.2%
40,614
+370
113
$1.93M 0.2%
77,108
-659
114
$1.86M 0.19%
3,407
+35
115
$1.86M 0.19%
17,480
-760
116
$1.83M 0.19%
8,597
+93
117
$1.82M 0.19%
20,408
+995
118
$1.76M 0.18%
2,324
+208
119
$1.75M 0.18%
19,966
-318
120
$1.74M 0.18%
13,805
-378
121
$1.72M 0.18%
5,343
+268
122
$1.67M 0.17%
36,614
-1,462
123
$1.64M 0.17%
3,503
+37
124
$1.63M 0.17%
5,923
+363
125
$1.63M 0.17%
65,427
+1,301
3 4
5
6 7