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
51
$2.22M 0.63%
26,099
-452
52
$2.18M 0.61%
11,920
53
$2.16M 0.61%
22,893
-697
54
$2.15M 0.61%
40,633
-775
55
$2.11M 0.6%
27,951
+8,849
56
$2.05M 0.58%
78,915
+21,216
57
$2.04M 0.57%
17,862
+4,000
58
$1.96M 0.55%
36,611
-727
59
$1.92M 0.54%
31,736
-332
60
$1.86M 0.53%
10,926
+231
61
$1.82M 0.51%
12,349
-1,175
62
$1.79M 0.51%
10,117
-1,119
63
$1.79M 0.51%
27,452
+2,970
64
$1.67M 0.47%
8,707
+4,078
65
$1.64M 0.46%
25,573
+2,512
66
$1.63M 0.46%
33,983
-4,524
67
$1.62M 0.46%
4,977
-177
68
$1.55M 0.44%
17,875
-92
69
$1.53M 0.43%
8,510
-184
70
$1.51M 0.43%
43,024
+2,906
71
$1.48M 0.42%
16,215
-708
72
$1.48M 0.42%
8,094
-818
73
$1.46M 0.41%
6,885
+1,359
74
$1.46M 0.41%
7,249
-507
75
$1.44M 0.41%
12,010
+1,914
1 2
3
4 5