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
126
$650K 0.17%
7,371
+2,560
127
$647K 0.17%
5,493
-377
128
$636K 0.17%
4,249
+329
129
$633K 0.17%
4,022
-108
130
$610K 0.16%
1,719
+370
131
$592K 0.16%
3,440
-688
132
$580K 0.15%
1,725
+1
133
$574K 0.15%
22,152
-738
134
$570K 0.15%
4,539
+484
135
$553K 0.15%
4,187
-28
136
$542K 0.14%
9,430
+496
137
$537K 0.14%
2,869
-691
138
$530K 0.14%
6,548
+236
139
$523K 0.14%
2,950
+168
140
$507K 0.13%
3,441
+182
141
$506K 0.13%
98,151
142
$503K 0.13%
3,507
+1
143
$500K 0.13%
3,352
+3
144
$476K 0.13%
5,911
+421
145
$474K 0.12%
14,300
+80
146
$474K 0.12%
5,722
+678
147
$461K 0.12%
5,566
-64
148
$460K 0.12%
12,717
-3,022
149
$460K 0.12%
16,963
+750
150
$455K 0.12%
1,396
+32
4 5
6
7 8