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
326
$340K 0.03%
5,671
-2,491
327
$338K 0.03%
2,621
-8,399
328
$334K 0.02%
2,483
+153
329
$330K 0.02%
1,193
330
$329K 0.02%
+3,839
331
$326K 0.02%
1,874
+2
332
$324K 0.02%
10,715
-28,686
333
$323K 0.02%
3,500
-1,000
334
$322K 0.02%
6,116
+109
335
$321K 0.02%
1,412
+67
336
$320K 0.02%
5,408
+1,102
337
$318K 0.02%
415
+30
338
$315K 0.02%
4,572
339
$315K 0.02%
960
-117
340
$313K 0.02%
2,694
341
$311K 0.02%
1,191
-109
342
$310K 0.02%
1,597
-85
343
$308K 0.02%
698
-133
344
$307K 0.02%
4,938
345
$304K 0.02%
6,865
-5,878
346
$304K 0.02%
1,511
+3
347
$300K 0.02%
410
+28
348
$299K 0.02%
1,910
+139
349
$294K 0.02%
2,738
+103
350
$294K 0.02%
1,752
12 13
14
15 16