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
176
$498K 0.09%
1,477
+2
177
$496K 0.09%
1,389
+22
178
$495K 0.09%
19,420
+4,185
179
$476K 0.09%
3,608
+262
180
$474K 0.09%
1,887
-204
181
$472K 0.09%
10,550
-315
182
$470K 0.09%
3,575
-547
183
$461K 0.09%
10,116
-959
184
$457K 0.09%
5,596
+9
185
$452K 0.09%
5,914
+1,144
186
$451K 0.09%
608
-30
187
$451K 0.09%
3,415
-271
188
$446K 0.08%
5,405
+1,469
189
$446K 0.08%
4,275
-42
190
$446K 0.08%
13,355
+4,834
191
$440K 0.08%
1,011
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192
$430K 0.08%
3,967
-98
193
$427K 0.08%
9,249
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194
$418K 0.08%
9,710
+797
195
$415K 0.08%
5,476
-61
196
$409K 0.08%
3,194
197
$407K 0.08%
16,012
+3,512
198
$407K 0.08%
5,679
-1,252
199
$400K 0.08%
4,712
+61
200
$400K 0.08%
962
+45
6 7
8
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