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
151
$578K 0.12%
5,504
-102
152
$569K 0.12%
20,984
-193
153
$562K 0.12%
1,165
-19
154
$561K 0.12%
4,049
-3
155
$552K 0.12%
5,501
-973
156
$551K 0.12%
5,966
-978
157
$542K 0.11%
+4,183
158
$539K 0.11%
21,421
+5,409
159
$536K 0.11%
2,383
+31
160
$536K 0.11%
10,947
161
$536K 0.11%
1,146
+135
162
$524K 0.11%
8,439
-361
163
$519K 0.11%
6,890
-342
164
$507K 0.11%
4,988
165
$499K 0.1%
2,734
-13
166
$487K 0.1%
1,025
+68
167
$484K 0.1%
795
+129
168
$482K 0.1%
2,403
-82
169
$477K 0.1%
2,707
-1,077
170
$477K 0.1%
3,847
-174
171
$475K 0.1%
5,603
+7
172
$473K 0.1%
4,023
+65
173
$473K 0.1%
5,861
174
$471K 0.1%
6,157
+209
175
$463K 0.1%
22,096
-8,675
5 6
7
8 9