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
$729M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.31M
3
+$959K
4
PEP icon
PepsiCo
PEP
+$914K
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$897K

Top Sells

1
+$13.8M
2
+$7.35M
3
+$7.29M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$6.98M
5
AAPL icon
Apple
AAPL
+$5.67M

Sector Composition

1 Technology 14.23%
2 Healthcare 10.66%
3 Consumer Staples 7.64%
4 Financials 5.81%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$479K 0.07%
1,564
-106
227
$470K 0.06%
3,433
+66
228
$463K 0.06%
+3,300
229
$451K 0.06%
2,313
+374
230
$444K 0.06%
2,381
-1,088
231
$441K 0.06%
1,105
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232
$436K 0.06%
34,931
-15,091
233
$435K 0.06%
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234
$434K 0.06%
8,000
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235
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14,445
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236
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2,742
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237
$420K 0.06%
9,462
238
$418K 0.06%
4,498
+326
239
$418K 0.06%
8,714
-294
240
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5,808
+20
241
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5,195
242
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891
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243
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3,090
-3,986
244
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17,566
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245
$404K 0.06%
2,087
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246
$403K 0.06%
5,429
+1,810
247
$400K 0.06%
1,567
+8
248
$400K 0.05%
7,355
+311
249
$399K 0.05%
1,512
-5,964
250
$397K 0.05%
583
+39
8 9
10
11 12