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
176
$486K 0.1%
7,606
+1,655
177
$467K 0.1%
591
-40
178
$463K 0.1%
1,243
+22
179
$461K 0.1%
17,076
180
$459K 0.1%
4,107
-4
181
$454K 0.09%
9,069
-137
182
$453K 0.09%
7,724
+128
183
$448K 0.09%
7,265
+7
184
$444K 0.09%
2,438
+43
185
$427K 0.09%
6,913
+278
186
$425K 0.09%
3,305
-67
187
$422K 0.09%
4,281
+706
188
$420K 0.09%
2,141
-73
189
$419K 0.09%
6,344
-1,038
190
$418K 0.09%
5,537
-79
191
$415K 0.09%
4,320
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192
$407K 0.09%
6,998
-1,206
193
$401K 0.08%
6,645
+5
194
$401K 0.08%
4,860
-74
195
$400K 0.08%
2,474
+55
196
$400K 0.08%
1,666
+12
197
$396K 0.08%
2,650
+930
198
$389K 0.08%
4,954
+71
199
$381K 0.08%
980
+49
200
$360K 0.08%
6,962
-671
6 7
8
9 10