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
151
$1.14M 0.12%
3,636
+276
152
$1.12M 0.12%
4,602
-5
153
$1.11M 0.11%
1,645
-11
154
$1.11M 0.11%
25,217
155
$1.1M 0.11%
25,575
-7,884
156
$1.06M 0.11%
11,506
157
$1.06M 0.11%
10,988
-35
158
$1.06M 0.11%
14,378
+85
159
$1.03M 0.11%
6,640
+381
160
$1.02M 0.11%
6,042
+300
161
$1.02M 0.1%
6,266
+88
162
$985K 0.1%
3,155
+176
163
$967K 0.1%
4,097
-16
164
$931K 0.1%
17,088
+12,632
165
$926K 0.1%
4,093
-145
166
$909K 0.09%
15,504
-329
167
$905K 0.09%
8,489
+155
168
$902K 0.09%
23,217
-1,569
169
$883K 0.09%
5,033
-1
170
$880K 0.09%
7,979
171
$862K 0.09%
6,967
+112
172
$856K 0.09%
3,924
-1,394
173
$854K 0.09%
7,073
-108
174
$841K 0.09%
3,257
+203
175
$830K 0.09%
9,889
-1,482
5 6
7
8 9