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
76
$2.99M 0.33%
13,434
-718
77
$2.97M 0.33%
20,498
+1,866
78
$2.94M 0.32%
77,890
-1,407
79
$2.93M 0.32%
113,139
+65,899
80
$2.79M 0.31%
109,875
+65,732
81
$2.77M 0.31%
88,956
+1,243
82
$2.77M 0.31%
25,157
-92
83
$2.76M 0.3%
14,707
+1,633
84
$2.69M 0.3%
10,243
+479
85
$2.55M 0.28%
49,702
-9,996
86
$2.55M 0.28%
58,063
-1,677
87
$2.54M 0.28%
38,973
-1,036
88
$2.51M 0.28%
30,420
+432
89
$2.48M 0.27%
34,394
-6,955
90
$2.47M 0.27%
25,950
-3,057
91
$2.39M 0.26%
281,263
-36,858
92
$2.38M 0.26%
22,592
-284
93
$2.38M 0.26%
10,211
-18
94
$2.38M 0.26%
134,740
+12,869
95
$2.37M 0.26%
10,203
+1,742
96
$2.37M 0.26%
4,469
-18
97
$2.33M 0.26%
17,316
+310
98
$2.31M 0.25%
12,066
-17
99
$2.3M 0.25%
31,689
+20,437
100
$2.29M 0.25%
36,219
-6,742
2 3
4
5 6