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
151
$451K 0.12%
8,222
+740
152
$449K 0.12%
5,167
+49
153
$448K 0.12%
8,057
+2,276
154
$443K 0.12%
5,741
+157
155
$442K 0.12%
5,393
156
$435K 0.11%
1,799
+351
157
$435K 0.11%
10,052
-1,851
158
$433K 0.11%
6,695
+3
159
$432K 0.11%
7,001
-150
160
$428K 0.11%
872
-37
161
$428K 0.11%
1,475
162
$427K 0.11%
2,168
+275
163
$420K 0.11%
1,850
+55
164
$412K 0.11%
1,231
+25
165
$407K 0.11%
7,100
166
$406K 0.11%
2,065
-102
167
$402K 0.11%
971
-8
168
$397K 0.1%
5,659
-323
169
$379K 0.1%
2,272
+54
170
$378K 0.1%
4,791
-10
171
$378K 0.1%
3,779
+260
172
$374K 0.1%
2,124
+1
173
$369K 0.1%
4,503
+434
174
$359K 0.09%
5,770
+438
175
$358K 0.09%
635
+100
5 6
7
8 9