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
126
$864K 0.18%
10,736
+467
127
$864K 0.18%
26,350
-1,543
128
$844K 0.18%
3,527
+1
129
$826K 0.17%
5,533
+37
130
$825K 0.17%
29,607
+1,364
131
$818K 0.17%
2,271
+277
132
$817K 0.17%
13,402
133
$815K 0.17%
3,132
+166
134
$813K 0.17%
20,065
+1,010
135
$809K 0.17%
2,442
-102
136
$805K 0.17%
2,973
+451
137
$798K 0.17%
29,698
+16,030
138
$744K 0.16%
1,728
139
$735K 0.15%
9,903
+1
140
$735K 0.15%
12,077
-599
141
$699K 0.15%
4,920
+67
142
$680K 0.14%
2,518
+588
143
$673K 0.14%
22,615
+401
144
$671K 0.14%
7,538
-1,284
145
$658K 0.14%
5,393
146
$656K 0.14%
3,918
-233
147
$623K 0.13%
5,433
-3
148
$608K 0.13%
7,113
-177
149
$595K 0.12%
6,311
150
$594K 0.12%
3,512
+1
4 5
6
7 8