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
$478M
AUM Growth
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$1.64M
3
+$818K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$687K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$545K

Top Sells

1
+$529K
2
+$473K
3
+$423K
4
KO icon
Coca-Cola
KO
+$341K
5
NTR icon
Nutrien
NTR
+$312K

Sector Composition

1 Healthcare 12.82%
2 Technology 12.35%
3 Consumer Staples 8.17%
4 Consumer Discretionary 6.49%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.18M 1.09%
15,873
-151
27
$5.17M 1.08%
21,262
-392
28
$5.13M 1.07%
101,092
-2,779
29
$4.9M 1.03%
14,132
+359
30
$4.77M 1%
15,488
+983
31
$4.68M 0.98%
28,112
-434
32
$4.48M 0.94%
30,928
+372
33
$4.28M 0.9%
46,925
-790
34
$4.05M 0.85%
96,551
+459
35
$4M 0.84%
14,257
+1,571
36
$3.89M 0.81%
28,754
-61
37
$3.86M 0.81%
14,139
-25
38
$3.7M 0.77%
16,914
-226
39
$3.68M 0.77%
36,169
-1,368
40
$3.35M 0.7%
308,634
+2,186
41
$3.25M 0.68%
41,936
-12
42
$3.21M 0.67%
17,041
+8,687
43
$3.19M 0.67%
37,194
-792
44
$3.17M 0.66%
24,057
-353
45
$3.02M 0.63%
13,654
-628
46
$2.96M 0.62%
90,024
-132
47
$2.94M 0.62%
78,603
+250
48
$2.84M 0.6%
26,100
+1,160
49
$2.78M 0.58%
68,541
-4,929
50
$2.69M 0.56%
35,589
-3,992
1
2
3 4 5