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
$478M
AUM Growth
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$1.64M
3
+$818K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$687K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$545K

Top Sells

1
+$529K
2
+$473K
3
+$423K
4
KO icon
Coca-Cola
KO
+$341K
5
NTR icon
Nutrien
NTR
+$312K

Sector Composition

1 Healthcare 12.82%
2 Technology 12.35%
3 Consumer Staples 8.17%
4 Consumer Discretionary 6.49%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.06%
917
-45
227
$275K 0.06%
+10,850
228
$274K 0.06%
4,546
-159
229
$274K 0.06%
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-884
230
$271K 0.06%
3,019
-4
231
$266K 0.06%
727
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232
$266K 0.06%
8,684
233
$263K 0.06%
7,344
+4
234
$260K 0.05%
5,292
235
$259K 0.05%
3,954
236
$257K 0.05%
+2,466
237
$257K 0.05%
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238
$257K 0.05%
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239
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240
$253K 0.05%
2,762
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241
$251K 0.05%
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242
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244
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245
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246
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247
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+4,300
248
$242K 0.05%
1,625
-500
249
$241K 0.05%
7,678
-500
250
$237K 0.05%
4,400
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10
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