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
126
$1.87M 0.15%
3,984
127
$1.87M 0.15%
74,671
+5,999
128
$1.86M 0.15%
8,769
+48
129
$1.72M 0.14%
102,085
-4,650
130
$1.71M 0.14%
3,530
+94
131
$1.7M 0.14%
6,325
-1,019
132
$1.68M 0.14%
18,030
+470
133
$1.68M 0.14%
28,458
134
$1.67M 0.14%
19,208
+3,209
135
$1.64M 0.13%
3,673
+70
136
$1.64M 0.13%
10,613
+168
137
$1.63M 0.13%
44,290
-3,870
138
$1.61M 0.13%
42,539
+7,564
139
$1.6M 0.13%
2
140
$1.57M 0.13%
21,598
+917
141
$1.52M 0.13%
8,100
-1,063
142
$1.5M 0.12%
48,286
143
$1.43M 0.12%
2,896
+32
144
$1.43M 0.12%
8,688
-216
145
$1.41M 0.12%
2,229
+2
146
$1.4M 0.11%
11,020
+1,128
147
$1.4M 0.11%
16,451
+2,655
148
$1.37M 0.11%
10,185
-485
149
$1.37M 0.11%
1,443
-26
150
$1.35M 0.11%
30,708
-1,780
4 5
6
7 8