SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.53M
3
+$2.81M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.48M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.32M

Top Sells

1
+$4.66M
2
+$2.38M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Sector Composition

1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64M 5.25%
287,943
-20,986
2
$52.4M 4.3%
2,082,429
+57,879
3
$34.4M 2.83%
91,747
+1,429
4
$34.1M 2.8%
1,409,703
+102,347
5
$28M 2.3%
1,159,837
+116,418
6
$25.1M 2.06%
231,566
+3,331
7
$24.4M 2%
822,842
+25,530
8
$24.1M 1.98%
29,197
-220
9
$24.1M 1.97%
952,148
+89,021
10
$21.1M 1.73%
956,160
-19,918
11
$20M 1.64%
38,856
-810
12
$19.5M 1.6%
70,979
-4,419
13
$18.9M 1.55%
817,229
+100,271
14
$17.8M 1.46%
91,598
-1,448
15
$16.6M 1.36%
87,401
+866
16
$16.5M 1.35%
757,598
+70,059
17
$16M 1.31%
770,502
+74,422
18
$15.3M 1.26%
547,465
-85,101
19
$15.3M 1.25%
62,344
-296
20
$14.4M 1.19%
84,784
-5,718
21
$14.4M 1.18%
217,311
+3,753
22
$14.2M 1.17%
30,353
-566
23
$14.1M 1.16%
26,056
-1,132
24
$13.6M 1.11%
543,273
+244,240
25
$13.1M 1.08%
35,793
+326
1
2 3 4 5