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
151
$1.12M 0.12%
4,282
-12
152
$1.12M 0.12%
6,178
-386
153
$1.11M 0.12%
10,497
+2,000
154
$1.11M 0.12%
1,331
+59
155
$1.08M 0.11%
13,209
+890
156
$1.07M 0.11%
8,121
-1,125
157
$1.06M 0.11%
25,217
-3,079
158
$1.05M 0.11%
3,360
-119
159
$1.05M 0.11%
9,480
-1,107
160
$1.04M 0.11%
10,284
+1,578
161
$1.04M 0.11%
4,238
-337
162
$1.01M 0.11%
1,656
-12
163
$972K 0.1%
11,506
164
$966K 0.1%
3,792
-2,989
165
$966K 0.1%
24,786
-365
166
$954K 0.1%
14,293
+99
167
$950K 0.1%
11,371
-2,089
168
$947K 0.1%
2,979
-82
169
$929K 0.1%
15,833
-895
170
$927K 0.1%
27,586
-2,490
171
$920K 0.1%
6,259
-499
172
$911K 0.1%
7,979
-39
173
$907K 0.1%
8,227
-1,643
174
$901K 0.1%
6,855
-991
175
$900K 0.1%
7,181
5 6
7
8 9