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
326
$231K 0.03%
3,645
-453
327
$230K 0.03%
2,617
-1,753
328
$230K 0.03%
3,001
+375
329
$229K 0.03%
3,820
330
$228K 0.03%
18,185
+149
331
$228K 0.03%
954
-36
332
$227K 0.03%
2,240
-522
333
$226K 0.03%
4,510
-4,315
334
$224K 0.03%
4,938
335
$217K 0.03%
2,080
-100
336
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+2,490
337
$215K 0.03%
7,319
+283
338
$214K 0.03%
1,460
-45
339
$212K 0.03%
2,554
-3,397
340
$211K 0.03%
646
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341
$211K 0.03%
1,785
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342
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343
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344
$209K 0.03%
+6,791
345
$208K 0.03%
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346
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+8,005
347
$207K 0.03%
2,810
348
$207K 0.03%
20,100
+5,000
349
$206K 0.03%
2,835
+183
350
$205K 0.03%
+7,213
12 13
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