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
1
$40.6M 4.33%
236,724
-43,811
2
$32.6M 3.47%
77,446
-7,064
3
$24.9M 2.66%
1,005,183
+165,610
4
$21M 2.23%
878,432
-20,202
5
$20.9M 2.23%
26,919
-224
6
$20M 2.13%
966,435
-15,705
7
$19.5M 2.08%
778,378
-28,120
8
$17.7M 1.88%
742,378
-3,765
9
$16.6M 1.77%
183,910
-22,510
10
$16.2M 1.72%
601,911
-50,061
11
$15.6M 1.67%
85,667
-4,925
12
$15.1M 1.61%
607,050
-5,913
13
$14.3M 1.53%
512,622
+446,613
14
$14.3M 1.52%
29,695
-2,184
15
$13.6M 1.45%
83,560
-5,478
16
$12.9M 1.38%
71,700
-8,863
17
$12.5M 1.34%
48,213
+15,027
18
$12.4M 1.32%
78,323
-1,637
19
$12M 1.28%
22,924
-1,875
20
$11.7M 1.25%
30,454
-3,527
21
$11.3M 1.2%
56,403
-6,548
22
$10.9M 1.17%
24,615
-2,957
23
$10.6M 1.13%
182,944
-21,717
24
$9.96M 1.06%
436,591
+117,868
25
$9.88M 1.05%
54,242
-2,415
1
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