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
$970M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.54M
3
+$1.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.37M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.35M

Top Sells

1
+$1.74M
2
+$1.54M
3
+$1.41M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.12M
5
AVGO icon
Broadcom
AVGO
+$939K

Sector Composition

1 Technology 15.74%
2 Healthcare 9.81%
3 Financials 5.95%
4 Consumer Staples 5.39%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$698K 0.07%
887
-3
202
$697K 0.07%
4,708
+3
203
$693K 0.07%
6,502
-2,978
204
$675K 0.07%
6,601
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205
$674K 0.07%
17,170
206
$668K 0.07%
10,202
-55
207
$662K 0.07%
24,904
+7,475
208
$661K 0.07%
9,634
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209
$660K 0.07%
12,328
-4,946
210
$651K 0.07%
3,311
-3,285
211
$643K 0.07%
27,702
212
$630K 0.07%
6,685
+26
213
$619K 0.06%
5,414
+204
214
$616K 0.06%
9,328
+131
215
$614K 0.06%
4,356
+369
216
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5,436
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217
$610K 0.06%
1,382
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218
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2,318
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219
$601K 0.06%
6,062
220
$600K 0.06%
11,153
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221
$597K 0.06%
7,140
222
$591K 0.06%
1,090
-57
223
$583K 0.06%
6,401
+47
224
$578K 0.06%
1,970
-127
225
$568K 0.06%
1,482
+389
7 8
9
10 11