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
1
$18.3M 3.82%
129,107
+2,636
2
$16.8M 3.5%
59,452
+1,188
3
$11.6M 2.43%
439,163
+143,687
4
$10.4M 2.18%
401,356
+6,129
5
$10.3M 2.15%
63,779
+185
6
$10M 2.09%
373,371
+7,550
7
$9.77M 2.04%
63,572
-353
8
$9.13M 1.91%
55,560
+2,960
9
$9.12M 1.91%
526,212
+1,164
10
$8.73M 1.82%
344,834
-6,928
11
$8.72M 1.82%
33,741
+96
12
$8.28M 1.73%
25,230
-59
13
$8.25M 1.72%
313,687
+4,621
14
$7.46M 1.56%
53,338
-2,094
15
$7.2M 1.5%
43,983
-365
16
$6.54M 1.37%
16,294
+535
17
$6.35M 1.33%
47,620
+940
18
$6.33M 1.32%
125,941
-2,767
19
$5.76M 1.2%
24,915
-281
20
$5.69M 1.19%
105,351
-10,165
21
$5.43M 1.13%
22,524
-408
22
$5.01M 1.05%
95,489
+434
23
$5M 1.04%
80,730
-2,611
24
$4.89M 1.02%
17,840
+287
25
$4.83M 1.01%
112,340
-2,551
1
2 3 4 5