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
76
$1.61M 0.34%
12,561
+3,219
77
$1.54M 0.32%
8,455
-17
78
$1.53M 0.32%
9,266
+1,051
79
$1.53M 0.32%
6,484
-810
80
$1.51M 0.32%
14,168
81
$1.47M 0.31%
9,590
-135
82
$1.46M 0.31%
22,148
+850
83
$1.43M 0.3%
15,948
+330
84
$1.42M 0.3%
8,105
-621
85
$1.41M 0.3%
17,752
-153
86
$1.38M 0.29%
10,869
+1,710
87
$1.38M 0.29%
32,998
-1,005
88
$1.36M 0.29%
2,843
+362
89
$1.36M 0.29%
31,973
+161
90
$1.34M 0.28%
3,525
+1,812
91
$1.3M 0.27%
5,822
-325
92
$1.28M 0.27%
18,311
-29
93
$1.27M 0.27%
75,750
-253
94
$1.27M 0.27%
2,647
-281
95
$1.24M 0.26%
5,967
+324
96
$1.23M 0.26%
38,602
-4,733
97
$1.22M 0.26%
9,412
-197
98
$1.22M 0.25%
39,037
+122
99
$1.17M 0.24%
10,539
-8
100
$1.16M 0.24%
10,224
-36
2 3
4
5 6