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
1
$22.4M 4.26%
128,194
+1,110
2
$18.7M 3.55%
60,561
+1,471
3
$12.9M 2.45%
523,281
+57,531
4
$12.3M 2.35%
34,380
+354
5
$11.7M 2.22%
463,014
+55,422
6
$11.4M 2.17%
64,356
-215
7
$11M 2.09%
435,454
+15,979
8
$9.89M 1.88%
550,785
+9,741
9
$9.62M 1.83%
59,000
+3,800
10
$9.47M 1.8%
377,414
+37,123
11
$9.29M 1.77%
57,323
-503
12
$8.87M 1.69%
355,701
+340,248
13
$8.56M 1.63%
56,020
+2,591
14
$7.65M 1.45%
25,559
+364
15
$7.51M 1.43%
285,795
+23,256
16
$7.46M 1.42%
139,719
+956
17
$7.22M 1.37%
25,221
+160
18
$6.84M 1.3%
49,000
+320
19
$6.7M 1.27%
41,354
-780
20
$6.67M 1.27%
16,024
-136
21
$6.45M 1.23%
47,331
+1,776
22
$5.95M 1.13%
95,985
+163
23
$5.95M 1.13%
82,061
-1,113
24
$5.72M 1.09%
13,773
+607
25
$5.58M 1.06%
107,684
-2,525
1
2 3 4 5