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
1
$17.7M 3.71%
129,550
+1,356
2
$15.8M 3.3%
61,386
+825
3
$12.5M 2.62%
525,109
+1,828
4
$11.7M 2.45%
474,315
+11,301
5
$11.1M 2.33%
444,022
+8,568
6
$10.9M 2.28%
61,375
-2,981
7
$9.66M 2.02%
390,165
+12,751
8
$9.04M 1.89%
378,553
+22,852
9
$8.46M 1.77%
568,296
+17,511
10
$8.18M 1.71%
57,022
-301
11
$8.11M 1.7%
56,374
+354
12
$7.89M 1.65%
24,348
-873
13
$7.74M 1.62%
34,482
+102
14
$7.13M 1.49%
26,006
+447
15
$7.11M 1.49%
297,714
+11,919
16
$6.66M 1.39%
139,732
+13
17
$6.49M 1.36%
61,113
+2,113
18
$6.41M 1.34%
41,823
+469
19
$6.11M 1.28%
+250,804
20
$5.71M 1.19%
80,019
-2,042
21
$5.7M 1.19%
90,559
-5,426
22
$5.57M 1.17%
106,162
-1,522
23
$5.53M 1.16%
49,146
+1,815
24
$5.41M 1.13%
21,927
-317
25
$5.37M 1.12%
49,100
+100
1
2 3 4 5