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
101
$2.27M 0.25%
8,648
+36
102
$2.26M 0.25%
47,858
+155
103
$2.18M 0.24%
10,868
-214
104
$2.11M 0.23%
21,787
-913
105
$2.08M 0.23%
81,164
+71,107
106
$2.07M 0.23%
24,652
+3,146
107
$2.07M 0.23%
7,867
+470
108
$2.04M 0.23%
60,732
-1,556
109
$2.03M 0.22%
40,252
-1,374
110
$2.02M 0.22%
7,476
+1,686
111
$2M 0.22%
13,741
-795
112
$1.95M 0.21%
6,270
+841
113
$1.94M 0.21%
3,102
-363
114
$1.93M 0.21%
2,192
+10
115
$1.75M 0.19%
+66,009
116
$1.74M 0.19%
49,885
-985
117
$1.74M 0.19%
21,374
+785
118
$1.72M 0.19%
3,793
-65
119
$1.69M 0.19%
+66,049
120
$1.67M 0.18%
23,712
-2,178
121
$1.67M 0.18%
3,488
+4
122
$1.66M 0.18%
8,392
+243
123
$1.6M 0.18%
6,781
-156
124
$1.6M 0.18%
7,616
-752
125
$1.56M 0.17%
3,907
+10
3 4
5
6 7