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
151
$1.51M 0.11%
2,773
-123
152
$1.46M 0.11%
2
153
$1.45M 0.11%
40,751
-3,539
154
$1.43M 0.11%
30,370
-338
155
$1.4M 0.1%
8,996
+308
156
$1.39M 0.1%
17,980
+5,446
157
$1.36M 0.1%
+24,503
158
$1.35M 0.1%
3,727
-174
159
$1.35M 0.1%
5,263
+29
160
$1.34M 0.1%
10,119
-66
161
$1.34M 0.1%
6,520
+1,025
162
$1.33M 0.1%
10,350
-1,353
163
$1.31M 0.1%
3,667
+16
164
$1.3M 0.1%
13,543
+290
165
$1.29M 0.1%
21,130
+7,393
166
$1.29M 0.1%
10,444
-8,764
167
$1.28M 0.09%
2,443
+214
168
$1.22M 0.09%
28,362
-537
169
$1.2M 0.09%
8,035
+504
170
$1.15M 0.08%
5,252
+408
171
$1.14M 0.08%
13,576
-389
172
$1.14M 0.08%
5,030
+182
173
$1.13M 0.08%
120,000
174
$1.12M 0.08%
17,388
+1,353
175
$1.11M 0.08%
7,835
-173
5 6
7
8 9