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
126
$1.62M 0.17%
64,126
-1,923
127
$1.6M 0.17%
13,112
-548
128
$1.6M 0.17%
3,895
-12
129
$1.59M 0.17%
6,244
-7,190
130
$1.58M 0.17%
3,466
-327
131
$1.52M 0.16%
7,391
-225
132
$1.5M 0.16%
17,350
+5,762
133
$1.47M 0.16%
11,023
-31
134
$1.42M 0.15%
6,596
+931
135
$1.42M 0.15%
25,991
+12,446
136
$1.4M 0.15%
33,459
-71,786
137
$1.38M 0.15%
3,863
-626
138
$1.35M 0.14%
15,312
-462
139
$1.32M 0.14%
7,352
-650
140
$1.32M 0.14%
19,413
-2,450
141
$1.31M 0.14%
10,613
+2,932
142
$1.3M 0.14%
35,957
-2,996
143
$1.28M 0.14%
13,553
+10,514
144
$1.27M 0.14%
2
145
$1.27M 0.14%
10,329
-232
146
$1.27M 0.14%
3,031
-182
147
$1.23M 0.13%
4,607
-1,559
148
$1.23M 0.13%
7,605
-198
149
$1.22M 0.13%
5,318
-319
150
$1.13M 0.12%
2,832
-84
4 5
6
7 8