SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
+$8.73M
2
+$1.46M
3
+$1.43M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$946K
5
CRM icon
Salesforce
CRM
+$659K

Top Sells

1
+$2.66M
2
+$1.15M
3
+$664K
4
OVT icon
Overlay Shares Short Term Bond ETF
OVT
+$624K
5
INTC icon
Intel
INTC
+$428K

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
76
$1.77M 0.34%
8,472
+17
77
$1.77M 0.34%
17,888
+4,561
78
$1.77M 0.34%
6,147
+43
79
$1.77M 0.34%
7,973
+194
80
$1.76M 0.34%
8,726
+2,150
81
$1.76M 0.33%
17,905
+38
82
$1.74M 0.33%
8,215
+3,061
83
$1.73M 0.33%
15,618
+943
84
$1.7M 0.32%
13,065
+58
85
$1.6M 0.3%
38,915
+495
86
$1.55M 0.3%
14,168
87
$1.52M 0.29%
18,340
+32
88
$1.48M 0.28%
43,335
-2,550
89
$1.46M 0.28%
18,318
+2,828
90
$1.44M 0.27%
10,547
+8
91
$1.44M 0.27%
76,003
+6,265
92
$1.43M 0.27%
2,481
+59
93
$1.41M 0.27%
21,298
+51
94
$1.41M 0.27%
5,643
+166
95
$1.4M 0.27%
10,260
-10
96
$1.36M 0.26%
9,609
+321
97
$1.34M 0.26%
1,921
-32
98
$1.32M 0.25%
7,153
-7
99
$1.31M 0.25%
6,382
+223
100
$1.31M 0.25%
2,928
-18
2 3
4
5 6