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
251
$235K 0.05%
21,116
+2,527
252
$235K 0.05%
2,868
-54
253
$235K 0.05%
1,193
254
$234K 0.05%
6,573
-366
255
$233K 0.05%
1,333
-248
256
$230K 0.05%
18,185
257
$229K 0.05%
4,905
258
$226K 0.05%
15,959
+2,034
259
$224K 0.05%
3,165
-7
260
$217K 0.05%
18,606
261
$214K 0.04%
4,660
262
$213K 0.04%
1,010
+103
263
$210K 0.04%
5,972
-1,163
264
$210K 0.04%
622
+6
265
$209K 0.04%
2,000
266
$208K 0.04%
19,100
-790
267
$208K 0.04%
2,522
268
$208K 0.04%
1,461
-2
269
$207K 0.04%
+747
270
$207K 0.04%
2,601
-3,923
271
$206K 0.04%
4,500
272
$205K 0.04%
3,795
-85
273
$204K 0.04%
20,460
+1,207
274
$187K 0.04%
44,726
275
$166K 0.03%
+30,000
8 9 10
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