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
126
$1.61M 0.17%
10,711
-3,131
127
$1.59M 0.16%
7,449
+58
128
$1.57M 0.16%
21,649
-596
129
$1.48M 0.15%
18,815
+1,465
130
$1.47M 0.15%
18,847
-566
131
$1.46M 0.15%
3,895
132
$1.43M 0.15%
17,568
+4,359
133
$1.4M 0.14%
2,980
-51
134
$1.38M 0.14%
6,277
+33
135
$1.34M 0.14%
3,924
+61
136
$1.3M 0.13%
13,049
-63
137
$1.28M 0.13%
10,594
-19
138
$1.27M 0.13%
16,126
+814
139
$1.25M 0.13%
37,512
+25,907
140
$1.25M 0.13%
2,800
-32
141
$1.25M 0.13%
7,138
-214
142
$1.23M 0.13%
13,153
-400
143
$1.23M 0.13%
1,556
+225
144
$1.23M 0.13%
29,239
+3,248
145
$1.22M 0.13%
2
146
$1.21M 0.13%
11,011
+727
147
$1.19M 0.12%
10,070
-259
148
$1.19M 0.12%
36,217
+260
149
$1.19M 0.12%
7,657
+52
150
$1.18M 0.12%
12,126
+1,629
4 5
6
7 8