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
126
$609K 0.17%
3,090
+45
127
$601K 0.17%
10,663
+2,959
128
$589K 0.17%
4,146
129
$581K 0.16%
24,084
-2,397
130
$576K 0.16%
4,491
-557
131
$570K 0.16%
3,441
+3
132
$557K 0.16%
1,722
-193
133
$552K 0.16%
5,393
134
$534K 0.15%
5,644
+246
135
$515K 0.15%
3,503
+1
136
$513K 0.14%
2,461
+168
137
$513K 0.14%
1,585
-46
138
$505K 0.14%
8,742
-1,243
139
$498K 0.14%
3,370
-332
140
$484K 0.14%
9,491
-509
141
$471K 0.13%
8,548
+610
142
$468K 0.13%
2,229
+180
143
$465K 0.13%
3,511
+253
144
$464K 0.13%
5,538
+1,075
145
$457K 0.13%
5,340
-553
146
$447K 0.13%
22,263
-5,139
147
$445K 0.13%
3,059
-1,136
148
$444K 0.13%
75,520
+1,280
149
$432K 0.12%
3,151
+51
150
$430K 0.12%
1,173
-33
4 5
6
7 8