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
126
$1.18M 0.16%
22,190
+3,400
127
$1.17M 0.16%
45,231
-67,908
128
$1.16M 0.16%
11,029
-25
129
$1.13M 0.16%
2,534
-568
130
$1.12M 0.15%
3,547
+94
131
$1.09M 0.15%
5,688
+23
132
$1.08M 0.15%
42,345
-67,530
133
$1.08M 0.15%
22,915
+1,810
134
$1.05M 0.14%
4,696
+2,881
135
$1.05M 0.14%
3,324
+111
136
$1.04M 0.14%
14,300
+840
137
$1.04M 0.14%
4,541
-5,722
138
$1.04M 0.14%
4,896
-3,708
139
$1.03M 0.14%
10,117
+247
140
$1.03M 0.14%
9,541
+1,163
141
$1.02M 0.14%
6,279
-479
142
$1.01M 0.14%
13,187
-2,587
143
$1.01M 0.14%
9,491
+2,310
144
$1,000K 0.14%
18,702
+1,974
145
$987K 0.14%
7,095
-1,382
146
$983K 0.13%
8,389
+708
147
$978K 0.13%
33,282
+3,206
148
$971K 0.13%
25,121
-14,634
149
$971K 0.13%
7,512
-1,734
150
$961K 0.13%
10,931
+1,783
4 5
6
7 8