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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
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
+$8.73M
2
+$1.46M
3
+$1.43M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$946K
5
CRM icon
Salesforce
CRM
+$659K

Top Sells

1
+$2.66M
2
+$1.15M
3
+$664K
4
OVT icon
Overlay Shares Short Term Bond ETF
OVT
+$624K
5
INTC icon
Intel
INTC
+$428K

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
276
$212K 0.04%
1,958
-459
277
$209K 0.04%
2,000
278
$207K 0.04%
3,634
+18
279
$205K 0.04%
6,673
-339
280
$202K 0.04%
+303
281
$201K 0.04%
+3,157
282
$201K 0.04%
+5,092
283
$166K 0.03%
12,598
+35
284
$128K 0.02%
10,524
285
$66K 0.01%
15,000
286
$47K 0.01%
75
287
– –
-7,099
288
– –
-1,946
289
– –
-1,080
290
– –
-3,042
291
– –
-484
292
– –
-579
293
– –
-1,796
294
– –
-3,489
295
– –
-1,408
296
– –
-348
297
– –
-3,447
298
– –
-7,935
299
– –
-3,500
8 9 10 11
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