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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$745K
3
+$612K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$549K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$539K

Top Sells

1
+$3.96M
2
+$787K
3
+$589K
4
DEO icon
Diageo
DEO
+$375K
5
JPM icon
JPMorgan Chase
JPM
+$366K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.85%
3 Consumer Staples 9.89%
4 Consumer Discretionary 6.85%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 1.13%
44,419
-3,798
27
$3.91M 1.03%
44,671
-318
28
$3.88M 1.02%
28,012
-1,320
29
$3.83M 1.01%
25,873
-236
30
$3.75M 0.99%
97,027
-690
31
$3.73M 0.98%
50,720
-540
32
$3.56M 0.94%
97,753
+1,249
33
$3.42M 0.9%
185,754
+4,899
34
$3.39M 0.89%
15,906
-98
35
$3.09M 0.81%
11,127
-386
36
$3.02M 0.8%
37,025
-9,656
37
$2.96M 0.78%
295,013
-7,595
38
$2.81M 0.74%
60,174
-1,737
39
$2.8M 0.74%
24,079
+712
40
$2.72M 0.72%
8,831
+115
41
$2.59M 0.68%
39,561
-901
42
$2.56M 0.67%
41,425
-96
43
$2.51M 0.66%
24,014
+303
44
$2.44M 0.64%
33,936
-379
45
$2.44M 0.64%
17,595
-713
46
$2.3M 0.61%
19,478
+6,310
47
$2.25M 0.59%
35,383
-145
48
$2.2M 0.58%
31,736
-1,236
49
$2.16M 0.57%
29,963
-10
50
$2.15M 0.57%
18,512
-536
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2
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