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
$907M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$7.35M
3
+$7.29M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$6.98M
5
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$1.82M

Top Sells

1
+$13.8M
2
+$2.64M
3
+$1.71M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.37M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.12M

Sector Composition

1 Technology 15.54%
2 Healthcare 9.59%
3 Consumer Staples 6.42%
4 Financials 6.12%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$367K 0.04%
16,855
+5,148
277
$366K 0.04%
1,698
-41
278
$364K 0.04%
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+661
279
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2,827
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280
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281
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5,427
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282
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283
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3,991
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284
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285
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7,044
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286
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6,639
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287
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20,264
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288
$337K 0.04%
+6,613
289
$329K 0.04%
1,995
+27
290
$327K 0.04%
4,750
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291
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292
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2,702
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293
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294
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2,444
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295
$316K 0.03%
4,662
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296
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4,136
297
$314K 0.03%
9,020
298
$310K 0.03%
1,505
299
$307K 0.03%
1,188
+25
300
$307K 0.03%
6,413
-198
10 11
12
13 14