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
176
$990K 0.08%
4,192
+215
177
$983K 0.08%
10,500
-1,648
178
$983K 0.08%
8,115
-737
179
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9,781
-100
180
$956K 0.08%
1,866
+36
181
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2,198
+21
182
$921K 0.08%
4,844
-1
183
$919K 0.08%
7,823
-7
184
$915K 0.08%
1,670
-118
185
$914K 0.08%
7,253
186
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18,975
+2,102
187
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8,184
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188
$892K 0.07%
16,035
+181
189
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9,463
+418
190
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1,099
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191
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192
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193
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19,500
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194
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11,703
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195
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45,405
-4,142
196
$834K 0.07%
1,227
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197
$830K 0.07%
1,783
+66
198
$828K 0.07%
6,473
-324
199
$823K 0.07%
13,565
-2,015
200
$823K 0.07%
8,008
+168
6 7
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