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
276
$316K 0.04%
10,290
+1,270
277
$313K 0.04%
3,159
-412
278
$301K 0.04%
5,459
279
$297K 0.04%
+11,980
280
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1,311
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281
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282
$291K 0.04%
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283
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1,267
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285
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2,188
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286
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287
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4,170
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288
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7,325
+1,169
289
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+5,250
290
$282K 0.04%
6,241
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291
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$279K 0.04%
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293
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294
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5,027
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295
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296
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987
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297
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16,858
+2,290
298
$267K 0.04%
8,668
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299
$266K 0.04%
10,850
+2,632
300
$266K 0.04%
4,348
-2,920
10 11
12
13 14