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
1
$48.1M 4.96%
228,462
-8,262
2
$34.5M 3.56%
77,275
-171
3
$26.3M 2.71%
1,059,376
+54,193
4
$24.1M 2.49%
26,644
-275
5
$22.8M 2.35%
184,482
+572
6
$22.5M 2.32%
942,940
+64,508
7
$20.2M 2.08%
804,501
+26,123
8
$20.1M 2.07%
938,811
-27,624
9
$18.1M 1.87%
764,678
+22,300
10
$17.1M 1.77%
592,823
+80,201
11
$16.2M 1.67%
32,430
+2,735
12
$16M 1.65%
645,251
+38,201
13
$15.4M 1.59%
84,589
-1,078
14
$14.1M 1.45%
542,343
-59,568
15
$14M 1.44%
52,208
+3,995
16
$13.8M 1.42%
71,248
-452
17
$13.5M 1.4%
82,160
-1,400
18
$13.4M 1.38%
23,195
+271
19
$11.7M 1.2%
24,347
-268
20
$11.4M 1.18%
502,849
+66,258
21
$11.4M 1.17%
77,932
-391
22
$11.4M 1.17%
56,127
-276
23
$11.2M 1.16%
176,569
+18,284
24
$10.8M 1.11%
58,641
-979
25
$10.7M 1.1%
30,993
+539
1
2 3 4 5