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
126
$2.09M 0.15%
21,455
-143
127
$2.09M 0.15%
30,666
+13,830
128
$2.07M 0.15%
39,888
+2,119
129
$2.05M 0.15%
8,959
+18
130
$2.05M 0.15%
30,351
-803
131
$2.03M 0.15%
3,995
+11
132
$2.02M 0.15%
8,659
-110
133
$1.99M 0.15%
64,876
-1,849
134
$1.95M 0.14%
77,309
+2,638
135
$1.94M 0.14%
9,459
+2,271
136
$1.92M 0.14%
79,168
-28,453
137
$1.87M 0.14%
12,967
-3,484
138
$1.78M 0.13%
28,562
+104
139
$1.77M 0.13%
4,472
+1,072
140
$1.69M 0.12%
3,647
-26
141
$1.61M 0.12%
3,624
+94
142
$1.6M 0.12%
5,876
-449
143
$1.6M 0.12%
48,622
+336
144
$1.58M 0.12%
1,992
-395
145
$1.57M 0.12%
+6,537
146
$1.55M 0.11%
7,975
-125
147
$1.53M 0.11%
1,460
+17
148
$1.53M 0.11%
12,332
-1,301
149
$1.53M 0.11%
10,496
-117
150
$1.53M 0.11%
13,854
+1
4 5
6
7 8