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
51
$2.08M 0.55%
19,139
-142
52
$2.08M 0.55%
15,075
-2,721
53
$2.04M 0.54%
16,407
+835
54
$2.03M 0.53%
11,417
55
$1.87M 0.49%
86,774
-27,361
56
$1.8M 0.47%
22,031
-988
57
$1.78M 0.47%
23,771
-739
58
$1.74M 0.46%
10,560
-173
59
$1.66M 0.44%
22,620
-420
60
$1.64M 0.43%
42,441
-5,320
61
$1.58M 0.42%
7,925
+148
62
$1.58M 0.42%
8,191
-294
63
$1.57M 0.41%
3,558
-59
64
$1.57M 0.41%
23,010
-113
65
$1.56M 0.41%
24,880
+564
66
$1.56M 0.41%
7,638
+355
67
$1.54M 0.4%
25,499
-276
68
$1.53M 0.4%
6,713
-37
69
$1.52M 0.4%
10,390
-200
70
$1.51M 0.4%
29,320
+3,027
71
$1.5M 0.39%
41,141
-97
72
$1.48M 0.39%
14,274
-216
73
$1.45M 0.38%
39,670
-70
74
$1.42M 0.38%
16,082
+109
75
$1.39M 0.37%
29,971
+491
1 2
3
4 5