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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$745K
3
+$612K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$549K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$539K

Top Sells

1
+$3.96M
2
+$787K
3
+$589K
4
DEO icon
Diageo
DEO
+$375K
5
JPM icon
JPMorgan Chase
JPM
+$366K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.85%
3 Consumer Staples 9.89%
4 Consumer Discretionary 6.85%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.06%
9,961
-879
227
$232K 0.06%
3,156
+34
228
$228K 0.06%
4,109
-142
229
$224K 0.06%
+1,380
230
$221K 0.06%
3,785
+143
231
$219K 0.06%
+870
232
$215K 0.06%
757
233
$214K 0.06%
1,263
-6
234
$206K 0.05%
15,000
235
$206K 0.05%
+2,985
236
$203K 0.05%
+917
237
$203K 0.05%
+2,223
238
$202K 0.05%
+416
239
$201K 0.05%
+4,796
240
$178K 0.05%
12,400
+32
241
$165K 0.04%
45,173
242
$126K 0.03%
4,055
+393
243
$105K 0.03%
13,250
-2,000
244
$87K 0.02%
12,996
245
$71K 0.02%
15,000
246
$67K 0.02%
12,310
+50
247
$21K 0.01%
+3,333
248
– –
-1,781
249
– –
-4,422
250
– –
-5,530
7 8 9
10
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