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
101
$3.01M 0.22%
27,134
+17,007
102
$3M 0.22%
33,332
+3,901
103
$2.93M 0.22%
33,656
+565
104
$2.93M 0.22%
16,811
+320
105
$2.89M 0.21%
13,010
-112
106
$2.86M 0.21%
112,390
+23,636
107
$2.69M 0.2%
+39,293
108
$2.67M 0.2%
21,620
+3,880
109
$2.61M 0.19%
9,312
+32
110
$2.59M 0.19%
21,958
-458
111
$2.57M 0.19%
13,738
+3,196
112
$2.53M 0.19%
18,910
+880
113
$2.45M 0.18%
50,322
-415
114
$2.41M 0.18%
45,627
+110
115
$2.39M 0.18%
23,072
+1,301
116
$2.37M 0.18%
54,880
+887
117
$2.37M 0.17%
29,539
+22,176
118
$2.33M 0.17%
42,272
+4,417
119
$2.22M 0.16%
8,965
+167
120
$2.19M 0.16%
13,298
-1,319
121
$2.19M 0.16%
14,218
+10,574
122
$2.17M 0.16%
221,829
-8,630
123
$2.16M 0.16%
5,647
-1,714
124
$2.16M 0.16%
21,412
-1,402
125
$2.12M 0.16%
5,229
+1,051
3 4
5
6 7