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
76
$4.2M 0.31%
13,157
+1,923
77
$4.11M 0.3%
186,103
+135,496
78
$4.08M 0.3%
10,500
-1,215
79
$4.07M 0.3%
9,289
-162
80
$4.01M 0.3%
13,752
+166
81
$3.93M 0.29%
154,864
+32,995
82
$3.8M 0.28%
18,319
+2,966
83
$3.75M 0.28%
44,887
+10,324
84
$3.75M 0.28%
15,086
+50
85
$3.68M 0.27%
23,121
-1,065
86
$3.6M 0.27%
27,952
-897
87
$3.53M 0.26%
8,931
+655
88
$3.5M 0.26%
119,171
-514
89
$3.44M 0.25%
46,807
-462
90
$3.43M 0.25%
49,366
+760
91
$3.41M 0.25%
72,101
-2,653
92
$3.41M 0.25%
25,072
+184
93
$3.39M 0.25%
5,464
+260
94
$3.37M 0.25%
33,534
+3,591
95
$3.23M 0.24%
46,508
+2,344
96
$3.18M 0.24%
45,534
+2,245
97
$3.15M 0.23%
102,135
+50
98
$3.1M 0.23%
49,418
-17,292
99
$3.09M 0.23%
14,335
+286
100
$3.04M 0.22%
9,848
-767
2 3
4
5 6