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
126
$1.56M 0.17%
8,719
-201
127
$1.52M 0.17%
6,166
-21
128
$1.49M 0.16%
9,348
-1,549
129
$1.47M 0.16%
21,863
-444
130
$1.47M 0.16%
18,790
-250
131
$1.47M 0.16%
39,755
-1,178
132
$1.43M 0.16%
1,780
+155
133
$1.42M 0.16%
41,292
-1,458
134
$1.4M 0.15%
11,054
+25
135
$1.34M 0.15%
4,489
+91
136
$1.32M 0.15%
8,002
+14
137
$1.32M 0.15%
38,953
-4
138
$1.31M 0.14%
3,213
-74
139
$1.27M 0.14%
8,477
+269
140
$1.26M 0.14%
10,561
+72
141
$1.25M 0.14%
15,774
+1,074
142
$1.23M 0.14%
13,660
-515
143
$1.21M 0.13%
7,803
+443
144
$1.2M 0.13%
5,637
+555
145
$1.19M 0.13%
5,665
-12
146
$1.15M 0.13%
10,587
+1,793
147
$1.13M 0.12%
9,246
+966
148
$1.12M 0.12%
4,575
+178
149
$1.1M 0.12%
28,296
+2,918
150
$1.09M 0.12%
2
4 5
6
7 8