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
101
$882K 0.23%
28,192
-1,357
102
$872K 0.23%
5,119
+1,486
103
$871K 0.23%
10,827
-100
104
$830K 0.22%
2,825
-22
105
$829K 0.22%
67,209
+634
106
$822K 0.22%
6,962
-150
107
$816K 0.21%
7,207
-123
108
$810K 0.21%
3,221
-207
109
$808K 0.21%
10,125
-577
110
$797K 0.21%
29,297
-536
111
$796K 0.21%
1,591
+12
112
$788K 0.21%
29,390
-198
113
$786K 0.21%
7,147
-231
114
$772K 0.2%
4,920
-7
115
$763K 0.2%
3,566
+2
116
$761K 0.2%
12,625
-494
117
$758K 0.2%
2,401
+264
118
$748K 0.2%
3,625
+98
119
$731K 0.19%
7,294
+1,245
120
$686K 0.18%
12,500
-142
121
$679K 0.18%
13,468
-56
122
$670K 0.18%
31,128
+18,983
123
$669K 0.18%
4,043
+60
124
$659K 0.17%
2,787
-33
125
$653K 0.17%
3,135
+132
3 4
5
6 7