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
351
$204K 0.03%
614
+21
352
$203K 0.03%
17,906
+3,200
353
$203K 0.03%
+3,734
354
$203K 0.03%
4,321
-1,646
355
$174K 0.02%
+17,150
356
$151K 0.02%
30,000
357
$149K 0.02%
+13,700
358
$145K 0.02%
13,079
+1,345
359
$145K 0.02%
14,237
+2,300
360
$70.2K 0.01%
44,726
361
$54.8K 0.01%
+15,000
362
$32.2K ﹤0.01%
69,198
363
$23.5K ﹤0.01%
12,500
364
$9.49K ﹤0.01%
+1,500
365
$8.34K ﹤0.01%
+656
366
– –
-4,662
367
– –
-16,000
368
– –
-2,444
369
– –
-4,027
370
– –
-6,096
371
– –
-66,009
372
– –
-4,324
373
– –
-4,600
374
– –
-1,927
375
– –
-9,872
13 14
15
16 17