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
$354M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.34M
3
+$1.29M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.19M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$882K

Top Sells

1
+$1.9M
2
+$1.51M
3
+$1.49M
4
JNJ icon
Johnson & Johnson
JNJ
+$886K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$810K

Sector Composition

1 Healthcare 12.57%
2 Consumer Staples 10.64%
3 Technology 10.09%
4 Financials 7.4%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.13%
57,131
-1,065
27
$3.88M 1.09%
17,122
-901
28
$3.85M 1.09%
43,543
-139
29
$3.74M 1.06%
27,383
-1,867
30
$3.71M 1.05%
125,568
-11,743
31
$3.63M 1.03%
283,878
+64,662
32
$3.47M 0.98%
14,157
+1,223
33
$3.44M 0.97%
135,944
+34,876
34
$3.43M 0.97%
19,518
+717
35
$3.41M 0.96%
36,940
-1,900
36
$3.35M 0.95%
50,100
-4,060
37
$3.27M 0.92%
42,856
-673
38
$3.26M 0.92%
255,632
+4,743
39
$3.1M 0.87%
17,571
-834
40
$3.03M 0.85%
23,036
+61
41
$2.96M 0.84%
17,594
+81
42
$2.78M 0.79%
21,716
-1,263
43
$2.74M 0.77%
41,788
+10,981
44
$2.53M 0.71%
130,866
+15,054
45
$2.5M 0.71%
20,900
-542
46
$2.45M 0.69%
49,177
-1,795
47
$2.45M 0.69%
8,281
+2,161
48
$2.39M 0.67%
25,268
-438
49
$2.35M 0.66%
59,424
-4,251
50
$2.29M 0.64%
15,799
+205
1
2
3 4 5