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
51
$4.55M 0.5%
30,448
-566
52
$4.45M 0.49%
57,218
+3,020
53
$4.32M 0.48%
26,426
+8,123
54
$4.22M 0.47%
105,245
+19,992
55
$4.21M 0.46%
44,709
+16,450
56
$3.97M 0.44%
40,756
-166
57
$3.78M 0.42%
79,458
-6,189
58
$3.77M 0.42%
31,014
-462
59
$3.75M 0.41%
14,433
-2,748
60
$3.7M 0.41%
5,606
+180
61
$3.67M 0.4%
127,437
-8,969
62
$3.65M 0.4%
14,554
+1,534
63
$3.53M 0.39%
70,305
-5,031
64
$3.36M 0.37%
19,699
+1,565
65
$3.31M 0.37%
54,545
+6,355
66
$3.28M 0.36%
6,226
-198
67
$3.26M 0.36%
32,831
-2,463
68
$3.21M 0.35%
22,198
-830
69
$3.16M 0.35%
123,930
+64,449
70
$3.15M 0.35%
38,140
+223
71
$3.14M 0.35%
118,443
+64,703
72
$3.12M 0.34%
10,030
+735
73
$3.12M 0.34%
77,267
+34,386
74
$3.05M 0.34%
8,604
+556
75
$3.03M 0.33%
10,263
+994
1 2
3
4 5