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
151
$592K 0.12%
2,500
152
$585K 0.12%
5,687
+424
153
$584K 0.12%
10,777
+90
154
$565K 0.12%
4,988
-95
155
$563K 0.12%
2,574
+177
156
$554K 0.12%
1,885
-28
157
$539K 0.11%
1,550
+420
158
$535K 0.11%
4,118
-31
159
$532K 0.11%
4,629
+192
160
$530K 0.11%
1,996
-32
161
$525K 0.11%
11,165
162
$524K 0.11%
1,475
163
$518K 0.11%
9,392
+271
164
$518K 0.11%
2,856
+454
165
$515K 0.11%
98,151
166
$513K 0.11%
2,340
+153
167
$507K 0.11%
880
+53
168
$506K 0.11%
5,727
+107
169
$506K 0.11%
7,348
+1,272
170
$504K 0.11%
2,628
+112
171
$503K 0.11%
600
-30
172
$502K 0.1%
3,058
-579
173
$502K 0.1%
5,549
+409
174
$491K 0.1%
4,266
+2
175
$489K 0.1%
4,018
-324
5 6
7
8 9