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
151
$649K 0.12%
2,803
+19
152
$630K 0.12%
2,521
-689
153
$630K 0.12%
2,826
+259
154
$612K 0.12%
2,352
-586
155
$605K 0.12%
21,177
-1,286
156
$597K 0.11%
4,988
157
$592K 0.11%
1,581
-42
158
$589K 0.11%
2,747
+4
159
$584K 0.11%
8,640
-290
160
$582K 0.11%
1,184
-83
161
$575K 0.11%
7,232
-77
162
$568K 0.11%
5,861
+879
163
$565K 0.11%
10,947
-55
164
$562K 0.11%
4,021
+458
165
$560K 0.11%
2,049
-106
166
$552K 0.1%
8,800
+705
167
$549K 0.1%
30,771
-3,922
168
$533K 0.1%
957
+179
169
$516K 0.1%
3,958
+1,465
170
$515K 0.1%
3,062
-4,035
171
$514K 0.1%
7,311
+3
172
$509K 0.1%
666
+39
173
$508K 0.1%
5,441
+604
174
$504K 0.1%
19,370
+4,089
175
$498K 0.09%
18,676
+3,976
5 6
7
8 9