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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.34M
3
+$1.29M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.19M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$883K

Top Sells

1
+$1.87M
2
+$1.44M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$824K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$798K

Sector Composition

1 Healthcare 12.57%
2 Consumer Staples 10.64%
3 Technology 10.09%
4 Financials 7.4%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.07%
4,992
-54
227
$230K 0.06%
4,139
-1,002
228
$230K 0.06%
3,960
-609
229
$230K 0.06%
1,967
-596
230
$216K 0.06%
3,942
-1,182
231
$215K 0.06%
23,156
-1,779
232
$213K 0.06%
15,000
-3,000
233
$213K 0.06%
+4,658
234
$201K 0.06%
+4,400
235
$200K 0.06%
+1,007
236
$179K 0.05%
13,937
-3,673
237
$177K 0.05%
12,305
+29
238
$81K 0.02%
15,000
239
– –
-13,937
240
– –
-10,186
241
– –
-2,649
242
– –
-2,857
243
– –
-2,626
244
– –
-3,863
245
– –
-5,019
246
– –
-3,784
247
– –
-4,373
6 7 8 9
10