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
101
$1.15M 0.24%
6,765
+383
102
$1.14M 0.24%
7,247
+94
103
$1.14M 0.24%
1,920
-1
104
$1.13M 0.24%
6,525
105
$1.12M 0.23%
9,631
-664
106
$1.09M 0.23%
5,330
-5
107
$1.08M 0.23%
9,985
+271
108
$1.08M 0.23%
7,425
-264
109
$1.04M 0.22%
14,808
-905
110
$1.01M 0.21%
40,464
-2,661
111
$929K 0.19%
36,678
+5,362
112
$928K 0.19%
4,709
+584
113
$922K 0.19%
12,778
+2,463
114
$911K 0.19%
18,241
+5,262
115
$904K 0.19%
12,891
+2,202
116
$854K 0.18%
4,672
-10
117
$842K 0.18%
19,760
+1,070
118
$818K 0.17%
+2
119
$816K 0.17%
5,060
-153
120
$806K 0.17%
5,271
-98
121
$798K 0.17%
4,741
-161
122
$794K 0.17%
12,553
-82
123
$771K 0.16%
9,732
-36
124
$759K 0.16%
3,339
-62
125
$756K 0.16%
3,516
+1
3 4
5
6 7