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
151
$424K 0.12%
2,346
-74
152
$420K 0.12%
16,157
+1,716
153
$419K 0.12%
5,065
-2,197
154
$415K 0.12%
7,043
+903
155
$408K 0.12%
4,863
-172
156
$408K 0.12%
5,873
-1,834
157
$402K 0.11%
1,248
+100
158
$401K 0.11%
1,510
-17
159
$399K 0.11%
5,802
+200
160
$399K 0.11%
6,986
+81
161
$395K 0.11%
16,250
-1,500
162
$393K 0.11%
45,916
-237
163
$383K 0.11%
3,847
+6
164
$382K 0.11%
5,879
-95
165
$379K 0.11%
11,641
-39
166
$374K 0.11%
2,617
-1,047
167
$367K 0.1%
1,215
-20
168
$361K 0.1%
3,566
-8
169
$356K 0.1%
10,445
-23,778
170
$350K 0.1%
1,475
171
$348K 0.1%
24,900
172
$348K 0.1%
18,185
173
$345K 0.1%
13,045
174
$344K 0.1%
11,780
-2,000
175
$331K 0.09%
5,155
-13
5 6
7
8 9