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
76
$1.38M 0.36%
9,861
-188
77
$1.37M 0.36%
5,230
-300
78
$1.36M 0.36%
10,186
-932
79
$1.35M 0.36%
34,402
-400
80
$1.33M 0.35%
8,983
-57
81
$1.33M 0.35%
14,425
+299
82
$1.32M 0.35%
11,238
-26
83
$1.29M 0.34%
23,552
-794
84
$1.28M 0.34%
8,949
-77
85
$1.25M 0.33%
46,091
+11
86
$1.2M 0.31%
3,833
+100
87
$1.14M 0.3%
33,075
-5,594
88
$1.12M 0.3%
12,168
+128
89
$1.11M 0.29%
81,960
-11,080
90
$1.1M 0.29%
6,649
-179
91
$1.09M 0.29%
1,952
-25
92
$1.05M 0.28%
3,521
-290
93
$1M 0.26%
5,996
-413
94
$982K 0.26%
17,072
-3,820
95
$973K 0.26%
16,296
-151
96
$968K 0.25%
6,771
+816
97
$929K 0.24%
2,424
-246
98
$920K 0.24%
8,990
+340
99
$902K 0.24%
35,764
-156,826
100
$892K 0.23%
37,011
-757
2 3
4
5 6