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
201
$710K 0.08%
9,197
+189
202
$702K 0.07%
17,170
203
$702K 0.07%
4,723
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204
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2,097
-1,356
205
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43,425
-6,597
206
$679K 0.07%
890
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207
$673K 0.07%
5,344
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208
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17,478
-1,358
209
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1,688
+18
210
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5,210
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211
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212
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9,026
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213
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+3,987
214
$644K 0.07%
27,702
215
$637K 0.07%
5,831
-19
216
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2,325
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217
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218
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7,140
219
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6,354
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220
$596K 0.06%
3,822
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221
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1,147
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222
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5,718
-1,933
223
$574K 0.06%
6,659
+11
224
$559K 0.06%
20,310
-16,727
225
$555K 0.06%
2,412
-335
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9
10 11