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
26
$13.8M 1.02%
86,533
+1,749
27
$13.1M 0.97%
35,771
-22
28
$12.2M 0.9%
19,786
+390
29
$11.2M 0.83%
35,216
-3,241
30
$11.1M 0.82%
25,232
+188
31
$11.1M 0.82%
62,594
-2,187
32
$10.8M 0.8%
85,622
+3,826
33
$10.8M 0.8%
70,743
+624
34
$10.2M 0.75%
54,935
+82
35
$9.74M 0.72%
152,321
-3,977
36
$9.65M 0.71%
98,725
-2,726
37
$9.49M 0.7%
22,351
+195
38
$9.37M 0.69%
12,699
+1,895
39
$9.21M 0.68%
18,965
+232
40
$9.16M 0.68%
31,082
-479
41
$8.71M 0.64%
94,829
+2,695
42
$8.58M 0.63%
48,678
+6,191
43
$8.28M 0.61%
29,665
+485
44
$8.12M 0.6%
60,894
-2,877
45
$8.11M 0.6%
114,682
-3,584
46
$7.63M 0.56%
245,944
-1,900
47
$7.58M 0.56%
41,611
+395
48
$7.46M 0.55%
55,362
+5,847
49
$7.42M 0.55%
20,899
-280
50
$6.86M 0.51%
63,660
+1,128
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