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
376
$244K 0.02%
1,025
+2
377
$242K 0.02%
1,333
-21
378
$237K 0.02%
9,198
-367
379
$237K 0.02%
5,232
-72
380
$236K 0.02%
3,423
-803
381
$233K 0.02%
+5,300
382
$232K 0.02%
3,844
+58
383
$232K 0.02%
+5,521
384
$230K 0.02%
8,964
-2,477
385
$226K 0.02%
+1,304
386
$225K 0.02%
1,619
+4
387
$224K 0.02%
1,763
-816
388
$224K 0.02%
7,436
389
$223K 0.02%
1,019
-336
390
$221K 0.02%
5,098
-15
391
$220K 0.02%
+2,964
392
$219K 0.02%
3,699
393
$219K 0.02%
+734
394
$218K 0.02%
6,485
395
$217K 0.02%
+621
396
$215K 0.02%
+1,293
397
$212K 0.02%
1,186
-111
398
$211K 0.02%
+383
399
$210K 0.02%
632
-192
400
$210K 0.02%
+1,754
14 15
16
17 18