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
251
$270K 0.05%
+907
252
$267K 0.05%
7,135
+219
253
$265K 0.05%
2,234
+11
254
$264K 0.05%
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+200
255
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44,726
256
$261K 0.05%
4,500
257
$261K 0.05%
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+52
258
$254K 0.05%
2,195
-881
259
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2,146
+2
260
$253K 0.05%
616
+16
261
$252K 0.05%
1,361
+198
262
$250K 0.05%
19,890
-105
263
$248K 0.05%
4,660
264
$247K 0.05%
5,046
265
$244K 0.05%
2,031
+260
266
$242K 0.05%
2,522
267
$242K 0.05%
1,781
-17
268
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269
$234K 0.04%
18,606
270
$229K 0.04%
3,172
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271
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1,463
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272
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1,705
273
$223K 0.04%
+3,880
274
$215K 0.04%
19,253
+3,658
275
$214K 0.04%
13,925
8 9 10
11
12