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
51
$2.53M 0.53%
32,816
-1,402
52
$2.5M 0.52%
29,348
-2,415
53
$2.48M 0.52%
163,930
+21,330
54
$2.41M 0.51%
13,864
-403
55
$2.38M 0.5%
18,645
+2,941
56
$2.33M 0.49%
49,068
-1,772
57
$2.28M 0.48%
22,379
+2,978
58
$2.2M 0.46%
4,284
-115
59
$2.17M 0.45%
19,984
+84
60
$2.15M 0.45%
5,690
+301
61
$2.12M 0.44%
32,827
-7,313
62
$2.11M 0.44%
43,470
+90
63
$2.1M 0.44%
46,112
64
$2.06M 0.43%
37,152
-199
65
$2.03M 0.42%
9,660
-7
66
$1.99M 0.42%
3,668
+381
67
$1.88M 0.39%
19,592
+96
68
$1.88M 0.39%
19,044
-1,071
69
$1.79M 0.38%
12,706
-359
70
$1.78M 0.37%
9,027
+1,054
71
$1.71M 0.36%
17,759
-129
72
$1.7M 0.36%
3,958
-202
73
$1.67M 0.35%
15,584
-641
74
$1.66M 0.35%
42,345
+1,677
75
$1.64M 0.34%
17,372
+460
1 2
3
4 5