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
26
$8.63M 0.95%
22,886
+1,329
27
$8.37M 0.92%
29,055
-617
28
$8.1M 0.89%
339,474
+56,573
29
$7.87M 0.87%
33,186
+4,217
30
$7.77M 0.86%
26,193
-172
31
$7.52M 0.83%
127,658
-204
32
$7.35M 0.81%
+318,723
33
$7.29M 0.8%
+336,729
34
$7.01M 0.77%
23,110
-634
35
$6.98M 0.77%
+336,036
36
$6.8M 0.75%
19,068
+11
37
$6.53M 0.72%
247,762
-2,600
38
$6.49M 0.72%
92,503
+568
39
$6.39M 0.71%
57,270
-1,920
40
$6.03M 0.66%
23,142
+305
41
$5.69M 0.63%
38,163
+1,019
42
$5.59M 0.62%
51,289
-17
43
$5.48M 0.6%
49,072
+7,947
44
$5.35M 0.59%
53,539
-113
45
$5.25M 0.58%
30,883
-1,874
46
$5.05M 0.56%
26,220
+1,118
47
$5.02M 0.55%
95,469
+7,002
48
$4.8M 0.53%
35,228
+2,241
49
$4.79M 0.53%
34,274
-3,282
50
$4.79M 0.53%
10,072
-356
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