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
1
$60.3M 4.45%
293,761
+5,818
2
$46.8M 3.46%
94,120
+2,373
3
$46M 3.4%
1,827,757
-254,672
4
$41.5M 3.07%
1,710,809
+301,106
5
$37.7M 2.78%
238,400
+6,834
6
$32M 2.37%
1,319,610
+159,773
7
$28M 2.07%
1,100,626
+148,478
8
$27.1M 2%
851,230
+28,388
9
$23.5M 1.74%
77,341
+6,362
10
$23.4M 1.73%
957,527
+1,367
11
$22M 1.63%
944,550
+127,321
12
$21.9M 1.62%
38,596
-260
13
$19.7M 1.46%
89,856
+2,455
14
$19.6M 1.45%
892,440
+134,842
15
$18.6M 1.38%
885,244
+114,742
16
$18.4M 1.36%
63,459
+1,115
17
$18.2M 1.35%
23,384
-5,813
18
$18M 1.33%
87,969
-3,629
19
$17.7M 1.31%
64,337
+13,341
20
$17.1M 1.26%
25,733
-323
21
$16.6M 1.23%
30,150
-203
22
$16.6M 1.23%
657,139
+113,866
23
$15.2M 1.13%
213,726
-3,585
24
$14.3M 1.05%
307,849
+250,624
25
$14M 1.03%
528,070
-19,395
1
2 3 4 5