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
301
$264K 0.04%
1,500
+511
302
$264K 0.04%
7,775
-38
303
$264K 0.04%
+2,136
304
$262K 0.04%
680
-16
305
$262K 0.04%
2,298
-1,547
306
$262K 0.04%
+2,500
307
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11,707
-5,148
308
$258K 0.04%
1,193
309
$256K 0.04%
4,183
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310
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1,726
-71
311
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9,334
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312
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2,500
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313
$248K 0.03%
3,435
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314
$247K 0.03%
15,959
315
$245K 0.03%
1,817
+311
316
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4,500
317
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3,602
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318
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319
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5,856
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320
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6,105
-89
321
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958
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322
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3,989
+145
323
$233K 0.03%
1,111
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324
$233K 0.03%
5,600
+400
325
$233K 0.03%
675
+119
11 12
13
14 15