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
201
$356K 0.07%
+5,286
202
$354K 0.07%
6,482
203
$352K 0.07%
7,304
+34
204
$350K 0.07%
13,045
205
$348K 0.07%
4,455
-79
206
$347K 0.07%
9,849
-671
207
$345K 0.07%
7,429
-429
208
$340K 0.07%
467
-117
209
$339K 0.07%
16,516
+23
210
$339K 0.07%
+12,600
211
$338K 0.07%
12,500
212
$338K 0.07%
+12,992
213
$337K 0.07%
4,905
214
$334K 0.07%
+1,359
215
$334K 0.07%
1,193
216
$333K 0.07%
2,232
+19
217
$332K 0.07%
1,975
-85
218
$331K 0.07%
12,661
+3,074
219
$329K 0.07%
3,880
+13
220
$328K 0.07%
8,243
-2,095
221
$328K 0.07%
18,185
222
$322K 0.07%
2,172
-238
223
$322K 0.07%
3,917
-260
224
$317K 0.07%
3,877
225
$314K 0.07%
+11,218
7 8
9
10 11