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
76
$1.43M 0.4%
10,470
-22
77
$1.42M 0.4%
46,076
+9
78
$1.38M 0.39%
30,605
-1,270
79
$1.37M 0.39%
19,696
+8,036
80
$1.36M 0.38%
27,277
-5,114
81
$1.33M 0.38%
19,840
+880
82
$1.31M 0.37%
20,196
+1,603
83
$1.29M 0.37%
61,110
+17,320
84
$1.26M 0.36%
6,718
+154
85
$1.17M 0.33%
9,101
-574
86
$1.14M 0.32%
5,576
+104
87
$1.12M 0.32%
30,325
-1,247
88
$1.11M 0.31%
30,239
-19,681
89
$1.09M 0.31%
3,358
-592
90
$1.08M 0.31%
24,381
+1,118
91
$1.04M 0.29%
2,668
-345
92
$992K 0.28%
3,374
-39
93
$985K 0.28%
6,172
-73
94
$983K 0.28%
6,596
+942
95
$927K 0.26%
15,461
-2,065
96
$922K 0.26%
8,130
-374
97
$908K 0.26%
98,184
98
$908K 0.26%
10,294
+209
99
$879K 0.25%
10,508
-204
100
$870K 0.25%
6,989
+439
2 3
4
5 6