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
76
$2.35M 0.32%
23,951
-701
77
$2.31M 0.32%
44,164
+3,912
78
$2.29M 0.31%
10,280
+69
79
$2.26M 0.31%
9,061
-969
80
$2.18M 0.3%
16,248
-4,250
81
$2.17M 0.3%
16,571
-9,855
82
$2.17M 0.3%
57,120
-943
83
$2.15M 0.29%
23,126
+534
84
$2.1M 0.29%
28,050
-6,344
85
$2.07M 0.28%
8,500
-148
86
$2.01M 0.28%
20,831
-956
87
$2M 0.27%
10,922
-1,144
88
$1.94M 0.27%
28,685
-7,534
89
$1.91M 0.26%
46,127
-1,731
90
$1.88M 0.26%
20,666
-708
91
$1.86M 0.26%
106,509
-28,231
92
$1.85M 0.25%
41,444
-35,823
93
$1.76M 0.24%
10,657
-4,050
94
$1.7M 0.23%
11,915
+2,567
95
$1.7M 0.23%
2,073
-119
96
$1.69M 0.23%
9,483
-1,385
97
$1.62M 0.22%
3,929
+22
98
$1.62M 0.22%
8,108
+241
99
$1.62M 0.22%
3,507
+1,562
100
$1.61M 0.22%
8,426
+810
2 3
4
5 6