SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$5.53M
4
Z icon
Zillow
Z
+$4.39M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.88M

Top Sells

1
+$6.41M
2
+$4.91M
3
+$4.53M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.75M
5
PFG icon
Principal Financial Group
PFG
+$1.39M

Sector Composition

1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$464K 0.03%
1,194
+6
277
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1,942
-965
278
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-40
279
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4,555
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280
$458K 0.03%
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281
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13,436
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282
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7,785
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283
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+1,419
284
$445K 0.03%
6,270
+1,630
285
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11,943
286
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4,450
287
$443K 0.03%
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288
$443K 0.03%
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289
$443K 0.03%
1,372
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290
$443K 0.03%
12,793
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291
$430K 0.03%
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292
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293
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4,325
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294
$418K 0.03%
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295
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3,034
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296
$403K 0.03%
14,317
+100
297
$401K 0.03%
3,308
+109
298
$401K 0.03%
11,335
299
$401K 0.03%
5,290
+53
300
$400K 0.03%
6,105
10 11
12
13 14