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
176
$453K 0.09%
1,771
-116
177
$452K 0.09%
7,203
-108
178
$452K 0.09%
5,861
+420
179
$446K 0.09%
6,241
+327
180
$430K 0.09%
5,370
-106
181
$425K 0.09%
647
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182
$419K 0.09%
1,327
-62
183
$414K 0.09%
3,924
-43
184
$404K 0.08%
8,813
-1,303
185
$401K 0.08%
1,475
-2
186
$389K 0.08%
5,564
+159
187
$388K 0.08%
9,312
+63
188
$382K 0.08%
8,909
-27
189
$382K 0.08%
4,023
+448
190
$380K 0.08%
2,790
-272
191
$379K 0.08%
6,137
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192
$376K 0.08%
1,427
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193
$371K 0.08%
4,861
194
$365K 0.08%
11,697
-1,658
195
$364K 0.08%
7,283
+28
196
$361K 0.08%
3,840
+425
197
$360K 0.08%
3,884
-8
198
$359K 0.08%
767
+85
199
$358K 0.07%
1,795
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200
$356K 0.07%
10,610
+900
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8
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