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
151
$1.35M 0.11%
39,401
+8,937
152
$1.35M 0.11%
13,633
-1,535
153
$1.29M 0.11%
13,853
-78
154
$1.27M 0.1%
3,901
-36
155
$1.26M 0.1%
13,253
156
$1.24M 0.1%
5,234
-1,469
157
$1.24M 0.1%
11,817
-1,533
158
$1.23M 0.1%
7,188
+148
159
$1.19M 0.1%
16,836
+1,218
160
$1.19M 0.1%
28,899
+773
161
$1.15M 0.09%
13,965
-197
162
$1.14M 0.09%
3,400
+1,723
163
$1.13M 0.09%
10,127
-684
164
$1.09M 0.09%
11,988
+8,681
165
$1.08M 0.09%
120,000
166
$1.08M 0.09%
3,646
+126
167
$1.05M 0.09%
7,531
-579
168
$1.05M 0.09%
8,425
+110
169
$1.04M 0.09%
9,191
+500
170
$1.03M 0.08%
2,219
+92
171
$1.02M 0.08%
3,855
+1,423
172
$1.02M 0.08%
10,442
-90
173
$1.01M 0.08%
22,280
+910
174
$1M 0.08%
+50,607
175
$992K 0.08%
3,651
+64
5 6
7
8 9