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
276
$148K 0.03%
12,636
+38
277
$113K 0.02%
10,524
278
$56K 0.01%
15,000
279
$29K 0.01%
1,500
280
– –
-303
281
– –
-2,792
282
– –
-3,157
283
– –
-1,705
284
– –
-1,080
285
– –
-5,092
286
– –
-1,361
287
– –
-13,181
288
– –
-2,195
289
– –
-5,046
290
– –
-3,634
291
– –
-1,958
292
– –
-2,031
293
– –
-2,234
294
– –
-1,781
295
– –
-787
8 9 10 11
12