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
176
$1.11M 0.08%
3,555
-1,151
177
$1.09M 0.08%
2,227
+29
178
$1.08M 0.08%
7,822
-1
179
$1.08M 0.08%
4,200
+184
180
$1.08M 0.08%
4,167
+1,910
181
$1.06M 0.08%
1,182
-45
182
$1.04M 0.08%
24,067
-18,472
183
$1.04M 0.08%
1,464
+126
184
$1.03M 0.08%
20,837
-1,443
185
$1.01M 0.07%
10,013
-1,804
186
$1M 0.07%
3,547
-99
187
$986K 0.07%
8,548
-368
188
$974K 0.07%
10,373
-127
189
$971K 0.07%
3,483
-28
190
$969K 0.07%
9,133
+708
191
$958K 0.07%
7,253
192
$945K 0.07%
14,051
+486
193
$939K 0.07%
1,879
+13
194
$925K 0.07%
+3,753
195
$902K 0.07%
5,393
196
$901K 0.07%
31,127
+12,059
197
$897K 0.07%
4,901
-91
198
$893K 0.07%
3,879
-313
199
$885K 0.07%
7,554
-561
200
$885K 0.07%
15,518
+1,534
6 7
8
9 10