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
126
$744K 0.16%
6,324
+247
127
$740K 0.15%
4,307
+199
128
$738K 0.15%
2,737
-131
129
$727K 0.15%
7,114
+262
130
$726K 0.15%
9,686
-973
131
$725K 0.15%
4,054
+1,228
132
$701K 0.15%
10,909
-22
133
$694K 0.15%
22,384
-582
134
$679K 0.14%
2,994
+191
135
$674K 0.14%
17,375
-60
136
$672K 0.14%
11,416
+520
137
$654K 0.14%
5,393
138
$648K 0.14%
22,287
-374
139
$639K 0.13%
1,657
+264
140
$639K 0.13%
24,567
+5,197
141
$634K 0.13%
16,175
+11
142
$633K 0.13%
23,781
+5,105
143
$632K 0.13%
2,244
-757
144
$629K 0.13%
24,681
+5,261
145
$625K 0.13%
4,429
-7
146
$619K 0.13%
7,382
147
$609K 0.13%
3,616
-27
148
$609K 0.13%
2,854
+805
149
$606K 0.13%
3,044
+11
150
$592K 0.12%
2,463
-58
4 5
6
7 8