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
126
$811K 0.15%
3,033
+27
127
$804K 0.15%
3,784
+241
128
$799K 0.15%
31,316
+4,137
129
$796K 0.15%
10,689
+2,120
130
$794K 0.15%
22,966
+8
131
$783K 0.15%
3,001
-49
132
$783K 0.15%
16,164
-38
133
$783K 0.15%
10,315
+1,827
134
$779K 0.15%
6,077
-147
135
$777K 0.15%
1,713
136
$775K 0.15%
4,108
-734
137
$761K 0.14%
3,515
+1
138
$758K 0.14%
4,052
+4
139
$757K 0.14%
10,896
+350
140
$750K 0.14%
2,485
+43
141
$749K 0.14%
6,944
-1,621
142
$748K 0.14%
7,382
+1,759
143
$747K 0.14%
12,979
-167
144
$717K 0.14%
5,606
-46
145
$709K 0.13%
5,393
146
$692K 0.13%
6,474
+108
147
$678K 0.13%
+6,524
148
$670K 0.13%
1,393
+76
149
$658K 0.13%
3,643
+377
150
$650K 0.12%
5,948
+376
4 5
6
7 8