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
376
$162K 0.02%
16,000
377
$156K 0.02%
15,100
378
$129K 0.01%
11,734
+35
379
$114K 0.01%
44,726
380
$104K 0.01%
30,000
381
$79.6K 0.01%
+11,770
382
$32.5K ﹤0.01%
+16,000
383
$13.5K ﹤0.01%
12,500
384
$8.22K ﹤0.01%
1,500
385
$4.35K ﹤0.01%
69,198
386
– –
-10,000
387
– –
-15,000
388
– –
-7,243
389
– –
-2,108
390
– –
-2,851
391
– –
-2,046
392
– –
-4,769
393
– –
-8,285
394
– –
-3,300
395
– –
-8,953
396
– –
-543,994
397
– –
-11,980
398
– –
-34,608
12 13 14 15
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