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
351
$293K 0.02%
2,666
+488
352
$291K 0.02%
2,651
353
$289K 0.02%
+4,800
354
$289K 0.02%
1,295
+123
355
$286K 0.02%
7,079
-282
356
$285K 0.02%
3,051
+129
357
$283K 0.02%
1,171
+155
358
$282K 0.02%
1,404
-3
359
$276K 0.02%
2,688
-158
360
$274K 0.02%
3,618
+339
361
$274K 0.02%
2,982
+107
362
$269K 0.02%
+1,707
363
$268K 0.02%
1,947
+432
364
$268K 0.02%
+662
365
$265K 0.02%
5,118
-2,823
366
$264K 0.02%
6,603
-765
367
$263K 0.02%
+3,050
368
$263K 0.02%
14,764
+32
369
$261K 0.02%
4,649
+85
370
$259K 0.02%
3,530
-19
371
$259K 0.02%
5,352
-225
372
$255K 0.02%
+1,870
373
$252K 0.02%
3,731
+7
374
$250K 0.02%
2,102
375
$245K 0.02%
632
-118
13 14
15
16 17