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
201
$394K 0.07%
3,892
-31
202
$380K 0.07%
4,861
203
$377K 0.07%
8,936
+22
204
$375K 0.07%
1,339
-659
205
$372K 0.07%
682
+187
206
$372K 0.07%
8,064
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207
$372K 0.07%
7,255
-338
208
$369K 0.07%
1,623
+236
209
$365K 0.07%
2,405
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210
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6,142
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211
$359K 0.07%
787
+10
212
$359K 0.07%
4,705
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213
$356K 0.07%
+4,848
214
$353K 0.07%
6,224
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215
$353K 0.07%
1,802
-108
216
$352K 0.07%
2,125
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217
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1,430
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218
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5,292
219
$340K 0.06%
3,877
220
$339K 0.06%
4,605
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221
$336K 0.06%
4,051
-2,166
222
$335K 0.06%
6,482
223
$332K 0.06%
1,503
+83
224
$325K 0.06%
13,045
225
$324K 0.06%
5,828
+1,083
7 8
9
10 11