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
101
$1.61M 0.22%
7,147
-3,096
102
$1.61M 0.22%
39,755
+21,239
103
$1.6M 0.22%
23,054
+1,191
104
$1.56M 0.21%
38,978
+25
105
$1.56M 0.21%
54,416
-6,316
106
$1.56M 0.21%
23,277
-435
107
$1.55M 0.21%
19,266
-11,154
108
$1.53M 0.21%
3,710
+222
109
$1.49M 0.2%
14,835
+1,175
110
$1.48M 0.2%
59,328
-553,635
111
$1.47M 0.2%
6,956
+175
112
$1.45M 0.2%
6,892
-3,311
113
$1.45M 0.2%
8,905
+186
114
$1.42M 0.2%
55,667
-68,263
115
$1.39M 0.19%
14,110
-3,206
116
$1.38M 0.19%
51,725
-66,718
117
$1.31M 0.18%
+16,082
118
$1.27M 0.17%
42,674
-7,211
119
$1.27M 0.17%
4,319
-1,951
120
$1.26M 0.17%
10,274
+4,346
121
$1.24M 0.17%
13,654
+5,636
122
$1.24M 0.17%
8,144
+142
123
$1.23M 0.17%
7,387
-1,005
124
$1.22M 0.17%
10,624
+63
125
$1.2M 0.16%
4,194
-295
3 4
5
6 7