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
201
$355K 0.07%
4,343
+68
202
$352K 0.07%
4,408
-304
203
$349K 0.07%
9,210
-1,340
204
$342K 0.07%
5,115
+267
205
$338K 0.07%
7,991
-73
206
$334K 0.07%
1,804
+2
207
$328K 0.07%
6,482
208
$328K 0.07%
3,877
209
$327K 0.07%
+123,060
210
$322K 0.07%
3,196
-5
211
$319K 0.07%
6,721
+497
212
$318K 0.07%
148
213
$316K 0.07%
1,356
-1
214
$314K 0.07%
1,500
-3
215
$311K 0.07%
6,343
+515
216
$310K 0.06%
2,332
+95
217
$309K 0.06%
5,524
+193
218
$306K 0.06%
13,045
219
$304K 0.06%
3,343
-265
220
$303K 0.06%
2,405
221
$286K 0.06%
16,580
+24
222
$285K 0.06%
8,000
223
$283K 0.06%
4,535
-70
224
$279K 0.06%
3,942
+32
225
$276K 0.06%
11,935
7 8
9
10 11