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
401
$210K 0.02%
+1,001
402
$210K 0.02%
597
-37
403
$209K 0.02%
8,087
404
$209K 0.02%
4,252
-864
405
$207K 0.02%
2,502
-93
406
$206K 0.02%
+1,108
407
$206K 0.02%
+1,621
408
$205K 0.02%
+5,201
409
$205K 0.02%
11,967
+7,104
410
$204K 0.02%
3,640
-436
411
$204K 0.02%
1,047
-29
412
$204K 0.02%
8,339
-2,085
413
$204K 0.02%
1,537
-117
414
$204K 0.02%
+593
415
$202K 0.01%
+1,860
416
$200K 0.01%
+1,488
417
$179K 0.01%
10,000
418
$155K 0.01%
15,500
419
$154K 0.01%
12,123
420
$153K 0.01%
13,970
421
$151K 0.01%
12,664
-372
422
$32.2K ﹤0.01%
+20,100
423
$32K ﹤0.01%
16,000
424
– –
-2,779
425
– –
-3,672
14 15 16
17
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