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
51
$2.9M 0.55%
14,267
-31
52
$2.73M 0.52%
43,380
+6,450
53
$2.68M 0.51%
39,581
+204
54
$2.5M 0.48%
34,218
+8,274
55
$2.46M 0.47%
50,840
+95
56
$2.43M 0.46%
5,389
+629
57
$2.4M 0.46%
37,351
-9
58
$2.4M 0.46%
15,704
+129
59
$2.35M 0.45%
19,900
+77
60
$2.32M 0.44%
16,912
+1,075
61
$2.24M 0.43%
4,399
+428
62
$2.2M 0.42%
9,667
-121
63
$2.18M 0.41%
19,401
+4,125
64
$2.05M 0.39%
46,112
65
$1.95M 0.37%
19,496
+36
66
$1.94M 0.37%
3,287
+2
67
$1.9M 0.36%
40,668
+1,531
68
$1.9M 0.36%
8,354
+5
69
$1.89M 0.36%
20,115
-23
70
$1.85M 0.35%
7,294
+13
71
$1.84M 0.35%
4,160
-154
72
$1.81M 0.34%
16,225
+17
73
$1.78M 0.34%
9,725
+353
74
$1.78M 0.34%
34,003
-515
75
$1.77M 0.34%
31,812
-509
1 2
3
4 5