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
51
$3.74M 0.51%
96,166
+18,276
52
$3.65M 0.5%
152,023
-187,451
53
$3.59M 0.49%
51,307
-5,911
54
$3.59M 0.49%
325,365
+44,102
55
$3.55M 0.49%
75,259
-4,199
56
$3.55M 0.49%
40,705
-51
57
$3.43M 0.47%
49,467
-235
58
$3.41M 0.47%
39,951
+978
59
$3.08M 0.42%
6,512
+286
60
$3.07M 0.42%
16,497
-3,202
61
$3.04M 0.42%
23,519
-11,709
62
$2.9M 0.4%
22,752
+554
63
$2.88M 0.39%
92,138
+3,182
64
$2.87M 0.39%
14,347
+913
65
$2.79M 0.38%
28,695
-16,014
66
$2.75M 0.38%
30,139
+4,189
67
$2.73M 0.38%
15,094
+1,353
68
$2.62M 0.36%
10,996
-3,558
69
$2.61M 0.36%
5,531
+1,738
70
$2.58M 0.35%
17,095
-9,125
71
$2.56M 0.35%
4,442
-27
72
$2.56M 0.35%
78,360
+8,055
73
$2.52M 0.35%
24,912
-245
74
$2.45M 0.34%
4,934
-672
75
$2.41M 0.33%
37,312
-828
1 2
3
4 5