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
101
$2.54M 0.21%
7,361
+160
102
$2.46M 0.2%
4,706
-307
103
$2.45M 0.2%
50,737
-3,704
104
$2.45M 0.2%
53,993
-3,715
105
$2.44M 0.2%
29,431
+4,405
106
$2.4M 0.2%
9,280
-321
107
$2.38M 0.2%
45,517
-97
108
$2.38M 0.2%
21,771
+381
109
$2.36M 0.19%
16,491
+149
110
$2.35M 0.19%
14,617
-2,322
111
$2.33M 0.19%
22,814
-1,095
112
$2.28M 0.19%
230,459
-35,757
113
$2.26M 0.19%
37,769
-266
114
$2.26M 0.19%
32,120
+665
115
$2.24M 0.18%
88,754
+7,835
116
$2.18M 0.18%
8,798
+62
117
$2.16M 0.18%
17,740
+231
118
$2.11M 0.17%
31,154
-363
119
$2.08M 0.17%
4,178
-74
120
$2.07M 0.17%
37,855
+6,955
121
$2.07M 0.17%
8,941
+64
122
$2.06M 0.17%
10,542
+332
123
$2.05M 0.17%
66,725
-1,954
124
$1.99M 0.16%
23,561
+119
125
$1.95M 0.16%
2,387
-3
3 4
5
6 7