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
26
$6.69M 0.92%
20,839
-6,733
27
$6.65M 0.91%
63,937
-328
28
$6.54M 0.9%
35,898
+5,015
29
$6.52M 0.89%
251,749
+3,987
30
$6.41M 0.88%
92,139
-364
31
$6.38M 0.88%
19,178
-3,708
32
$6.23M 0.86%
30,543
-2,643
33
$6.14M 0.84%
57,681
+6,392
34
$6.01M 0.82%
36,809
-1,354
35
$5.68M 0.78%
23,267
+157
36
$5.59M 0.77%
18,103
-965
37
$5.35M 0.73%
131,034
+3,597
38
$5.22M 0.72%
187,940
-18,480
39
$5.1M 0.7%
46,527
-7,012
40
$4.5M 0.62%
19,944
-3,198
41
$4.38M 0.6%
31,732
+1,284
42
$4.36M 0.6%
41,355
-7,717
43
$4.27M 0.59%
31,827
+813
44
$4.21M 0.58%
85,671
-9,798
45
$3.99M 0.55%
38,467
+4,193
46
$3.94M 0.54%
61,350
+4,080
47
$3.9M 0.53%
39,098
+6,267
48
$3.81M 0.52%
9,318
-754
49
$3.75M 0.52%
16,446
+2,013
50
$3.75M 0.51%
48,607
-5,938
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