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
101
$863K 0.24%
10,140
-859
102
$848K 0.24%
26,840
-820
103
$848K 0.24%
16,008
-3,045
104
$842K 0.24%
15,672
-224
105
$815K 0.23%
2,170
-24
106
$800K 0.23%
22,300
-1,498
107
$785K 0.22%
6,554
-12,626
108
$769K 0.22%
13,022
+1,209
109
$769K 0.22%
3,497
+131
110
$758K 0.21%
17,860
-1,727
111
$744K 0.21%
6,600
+4
112
$725K 0.2%
3,086
-93
113
$725K 0.2%
18,364
+4,121
114
$722K 0.2%
5,239
+68
115
$720K 0.2%
28,172
+5,204
116
$715K 0.2%
7,632
+1,418
117
$711K 0.2%
6,235
+362
118
$702K 0.2%
3,618
-7,702
119
$701K 0.2%
5,004
-5
120
$664K 0.19%
11,823
-1,132
121
$658K 0.19%
1,913
+97
122
$656K 0.19%
12,184
-411
123
$651K 0.18%
3,651
-473
124
$639K 0.18%
10,830
+307
125
$631K 0.18%
2,977
-20
3 4
5
6 7