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
$526M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.42M
3
+$1.4M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$932K
5
NTR icon
Nutrien
NTR
+$678K

Top Sells

1
+$2.66M
2
+$1.12M
3
+$679K
4
OVT icon
Overlay Shares Short Term Bond ETF
OVT
+$616K
5
AON icon
Aon
AON
+$450K

Sector Composition

1 Technology 13.84%
2 Healthcare 11.92%
3 Consumer Staples 7.97%
4 Consumer Discretionary 7.75%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.06%
5,331
-1,719
227
$321K 0.06%
4,905
228
$319K 0.06%
3,201
+5
229
$318K 0.06%
6,939
+4
230
$318K 0.06%
8,684
+1,385
231
$315K 0.06%
16,556
+21
232
$314K 0.06%
18,589
+3,362
233
$314K 0.06%
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234
$313K 0.06%
1,357
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235
$313K 0.06%
8,178
+2,046
236
$309K 0.06%
+2,294
237
$308K 0.06%
13,181
-26,347
238
$307K 0.06%
3,374
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239
$303K 0.06%
148
240
$303K 0.06%
7,340
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241
$302K 0.06%
+3,023
242
$301K 0.06%
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243
$300K 0.06%
11,935
244
$296K 0.06%
1,193
245
$286K 0.05%
18,185
246
$282K 0.05%
2,237
247
$278K 0.05%
2,768
+40
248
$276K 0.05%
1,080
+20
249
$270K 0.05%
1,315
-66
250
$270K 0.05%
8,000
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10
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