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
176
$897K 0.1%
8,334
-44
177
$891K 0.1%
17,274
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178
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5,034
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19,462
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10,257
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$714K 0.08%
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