SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.42M
3
+$1.4M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$932K
5
NTR icon
Nutrien
NTR
+$678K

Top Sells

1
+$2.66M
2
+$1.12M
3
+$679K
4
OVT icon
Overlay Shares Short Term Bond ETF
OVT
+$616K
5
AON icon
Aon
AON
+$450K

Sector Composition

1 Technology 13.84%
2 Healthcare 11.92%
3 Consumer Staples 7.97%
4 Consumer Discretionary 7.75%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.5M 1.05%
22,244
-359
27
$5.29M 1.01%
103,871
-171
28
$5.24M 1%
21,654
-27
29
$5.03M 0.96%
14,505
+143
30
$5M 0.95%
14,164
-134
31
$4.97M 0.95%
30,556
+388
32
$4.8M 0.91%
96,092
+1,276
33
$4.78M 0.91%
28,546
-1,037
34
$4.76M 0.9%
17,140
-421
35
$4.6M 0.87%
12,686
-55
36
$4.02M 0.76%
37,537
-10,425
37
$3.92M 0.74%
47,715
-87
38
$3.89M 0.74%
142,600
-450
39
$3.88M 0.74%
78,353
-8,635
40
$3.65M 0.69%
73,470
+3,891
41
$3.62M 0.69%
306,448
-4,714
42
$3.61M 0.69%
24,410
-238
43
$3.55M 0.68%
41,948
+7,117
44
$3.55M 0.67%
28,815
-1,178
45
$3.47M 0.66%
24,940
+1,420
46
$3.44M 0.66%
14,282
-1,333
47
$3.28M 0.62%
90,156
-5,400
48
$3.14M 0.6%
37,986
+1,321
49
$3.13M 0.6%
40,140
+330
50
$3.02M 0.57%
31,763
-922
1
2
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