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
101
$1.28M 0.24%
9,342
+1,549
102
$1.28M 0.24%
7,689
-138
103
$1.27M 0.24%
6,525
-1,865
104
$1.27M 0.24%
5,335
+33
105
$1.22M 0.23%
15,713
-98
106
$1.21M 0.23%
9,714
-253
107
$1.17M 0.22%
10,295
+3,862
108
$1.16M 0.22%
5,213
-282
109
$1.11M 0.21%
4,682
-14
110
$1.08M 0.21%
43,125
-106,109
111
$1M 0.19%
18,690
+1,660
112
$982K 0.19%
9,768
-112
113
$981K 0.19%
4,125
+1,712
114
$970K 0.18%
3,401
-57
115
$949K 0.18%
10,659
+61
116
$941K 0.18%
4,436
+11
117
$934K 0.18%
2,868
-1,381
118
$922K 0.18%
6,852
+386
119
$905K 0.17%
4,902
+3,341
120
$905K 0.17%
2,964
+334
121
$884K 0.17%
12,635
+2
122
$851K 0.16%
5,369
+99
123
$849K 0.16%
22,661
+45
124
$848K 0.16%
10,931
+12
125
$814K 0.15%
17,435
+80
3 4
5
6 7