SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
+$6.6M
2
+$1.78M
3
+$942K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$745K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$592K

Top Sells

1
+$531K
2
+$521K
3
+$487K
4
NTR icon
Nutrien
NTR
+$381K
5
KO icon
Coca-Cola
KO
+$344K

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
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-13,181
281
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-1,781
282
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-787
283
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284
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-6,673
285
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286
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287
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288
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289
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290
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291
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292
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293
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294
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295
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